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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 | $24,972 | $49,199-49.2% | $121,204-79.4% | $75,173-66.8% |
| Participation rate | 38.8% | 55.4%-16.6pp | 69.5%-30.7pp | 67.2%-28.4pp |
| Annual return | 11.42% | 56.04%-44.6pp | 987.18%-975.8pp | 160.72%-149.3pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,385 | $2,630-47.4% | $4,083-66.1% | $4,126-66.4% |
| Admin fee / account holder | $1,308 | $3,946-66.8% | $5,651-76.9% | $5,651-76.8% |