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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 | $20,243 | $28,624-29.3% | $53,647-62.3% | $82,637-75.5% |
| Participation rate | 19.7% | 47.3%-27.6pp | 56.3%-36.6pp | 68.1%-48.4pp |
| Annual return | 12.36% | 664.98%-652.6pp | 358.33%-346.0pp | 53.51%-41.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $648 | $1,196-45.8% | $1,813-64.3% | $4,126-84.3% |
| Admin fee / account holder | $1,578 | $2,022-22.0% | $2,460-35.9% | $7,339-78.5% |