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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,326 | $51,638-41.3% | $68,368-55.6% | $82,448-63.2% |
| Participation rate | 18.9% | 63.6%-44.7pp | 73.8%-54.8pp | 68.1%-49.1pp |
| Annual return | 11.94% | 37.53%-25.6pp | 292.57%-280.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $857 | $2,914-70.6% | $4,123-79.2% | $4,139-79.3% |
| Admin fee / account holder | $18,606 | $4,643+300.7% | $5,150+261.3% | $7,234+157.2% |