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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 | $55,457-57.0% | $77,361-69.2% | $94,015-74.7% |
| Participation rate | 57.6% | 69.8%-12.2pp | 75.0%-17.4pp | 70.8%-13.2pp |
| Annual return | 5.73% | 15.57%-9.8pp | 1011.54%-1005.8pp | 17.84%-12.1pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,306 | $3,069-57.5% | $3,911-66.6% | $4,249-69.3% |
| Admin fee / account holder | $28,619 | $4,334+560.4% | $5,894+385.6% | $8,951+219.7% |