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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 | $16,745 | $124,330-86.5% | $109,173-84.7% | $167,536-90.0% |
| Participation rate | 25.0% | 79.5%-54.5pp | 75.9%-50.9pp | 82.1%-57.1pp |
| Annual return | 4.41% | 26.04%-21.6pp | 25.75%-21.3pp | 478.82%-474.4pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,873 | $5,256-64.4% | $4,654-59.7% | $6,342-70.5% |
| Admin fee / account holder | $46,081 | $7,974+477.9% | $6,755+582.2% | $12,315+274.2% |