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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 | $26,551 | $55,437-52.1% | $155,534-82.9% | $74,459-64.3% |
| Participation rate | 24.8% | 61.9%-37.1pp | 78.2%-53.5pp | 67.2%-42.5pp |
| Annual return | 10.91% | 269.58%-258.7pp | 64.92%-54.0pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $819 | $2,837-71.1% | $5,630-85.4% | $4,350-81.2% |
| Admin fee / account holder | $930 | $1,742-46.6% | $15,900-94.1% | $1,945-52.2% |