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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 | $22,807 | $41,150-44.6% | $80,627-71.7% | $71,511-68.1% |
| Participation rate | 21.3% | 50.3%-29.0pp | 67.0%-45.7pp | 67.9%-46.6pp |
| Annual return | 12.83% | 38.48%-25.6pp | 936.76%-923.9pp | 28.86%-16.0pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,723-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $939 | $2,701-65.2% | $4,443-78.9% | $4,291-78.1% |
| Admin fee / account holder | $2,155 | $1,841+17.0% | $5,381-60.0% | $1,588+35.7% |