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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 | $23,781 | $52,353-54.6% | $120,225-80.2% | $82,448-71.2% |
| Participation rate | 26.3% | 58.3%-32.0pp | 69.6%-43.3pp | 68.1%-41.8pp |
| Annual return | 11.79% | 61.85%-50.1pp | 439.23%-427.4pp | 41.64%-29.8pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,711 | $2,627-34.9% | $3,999-57.2% | $4,139-58.7% |
| Admin fee / account holder | $8,162 | $4,363+87.1% | $5,696+43.3% | $7,234+12.8% |