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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 | $26,583 | $29,319-9.3% | $52,425-49.3% | $82,448-67.8% |
| Participation rate | 23.1% | 46.9%-23.8pp | 55.6%-32.5pp | 68.1%-45.0pp |
| Annual return | 7.88% | 535.20%-527.3pp | 302.12%-294.2pp | 41.64%-33.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $813 | $1,171-30.6% | $1,790-54.6% | $4,139-80.4% |
| Admin fee / account holder | $57,371 | $1,962+2823.9% | $2,495+2199.5% | $7,234+693.0% |