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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 | $23,825 | $50,554-52.9% | $67,681-64.8% | $87,485-72.8% |
| Participation rate | 57.6% | 67.7%-10.1pp | 73.7%-16.2pp | 68.9%-11.4pp |
| Annual return | 5.73% | 17.81%-12.1pp | 590.58%-584.9pp | 26.06%-20.3pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,306 | $2,961-55.9% | $3,976-67.2% | $4,274-69.4% |
| Admin fee / account holder | $28,619 | $4,132+592.5% | $6,100+369.2% | $7,775+268.1% |