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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 | $56,431-57.9% | $130,788-81.8% | $87,485-72.8% |
| Participation rate | 26.3% | 58.9%-32.6pp | 70.1%-43.8pp | 68.9%-42.6pp |
| Annual return | 11.79% | 91.27%-79.5pp | 386.44%-374.7pp | 26.06%-14.3pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,711 | $2,749-37.8% | $4,137-58.6% | $4,274-60.0% |
| Admin fee / account holder | $8,162 | $4,433+84.1% | $6,673+22.3% | $7,775+5.0% |