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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 | $14,737 | $58,241-74.7% | $81,780-82.0% | $80,911-81.8% |
| Participation rate | 23.1% | 63.4%-40.4pp | 72.4%-49.3pp | 67.6%-44.6pp |
| Annual return | 10.09% | 41.73%-31.6pp | 776.27%-766.2pp | 35.63%-25.5pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,113 | $3,283-66.1% | $4,321-74.2% | $4,297-74.1% |
| Admin fee / account holder | $21,708 | $4,973+336.5% | $7,384+194.0% | $6,935+213.0% |