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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 | $20,550 | $49,896-58.8% | $80,627-74.5% | $75,173-72.7% |
| Participation rate | 25.7% | 55.3%-29.6pp | 67.0%-41.3pp | 67.2%-41.5pp |
| Annual return | 10.50% | 34.67%-24.2pp | 936.76%-926.3pp | 160.72%-150.2pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,266 | $2,992-57.7% | $4,443-71.5% | $4,126-69.3% |
| Admin fee / account holder | $23,726 | $3,578+563.1% | $5,381+341.0% | $5,651+319.9% |