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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 | $30,203 | $30,437-0.8% | $56,033-46.1% | $74,459-59.4% |
| Participation rate | 12.9% | 32.9%-19.9pp | 52.5%-39.6pp | 67.2%-54.3pp |
| Annual return | 7.91% | 24.96%-17.0pp | 1711.38%-1703.5pp | 1369.70%-1361.8pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $485 | $1,176-58.7% | $1,954-75.2% | $4,350-88.8% |
| Admin fee / account holder | $1,715 | $2,363-27.4% | $2,827-39.3% | $1,945-11.8% |