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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 | $20,254 | $31,105-34.9% | $53,647-62.2% | $64,097-68.4% |
| Participation rate | 40.6% | 30.7%+9.9pp | 56.3%-15.7pp | 55.2%-14.6pp |
| Annual return | 10.18% | 22.54%-12.4pp | 358.33%-348.2pp | 34.64%-24.5pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $635 | $896-29.1% | $1,813-65.0% | $3,080-79.4% |
| Admin fee / account holder | $6,788 | $2,195+209.2% | $2,460+175.9% | $3,454+96.5% |