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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 | $49,976-39.3% | $66,674-54.5% | $82,637-63.3% |
| Participation rate | 18.9% | 63.1%-44.2pp | 73.7%-54.8pp | 68.1%-49.1pp |
| Annual return | 11.94% | 39.09%-27.2pp | 321.24%-309.3pp | 53.51%-41.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $857 | $2,847-69.9% | $4,084-79.0% | $4,126-79.2% |
| Admin fee / account holder | $18,606 | $4,594+305.0% | $5,098+265.0% | $7,339+153.5% |