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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 | $39,459 | $65,440-39.7% | $98,506-59.9% | $85,851-54.0% |
| Participation rate | 26.8% | 65.0%-38.3pp | 73.3%-46.6pp | 69.3%-42.6pp |
| Annual return | 5.42% | 21.75%-16.3pp | 1494.92%-1489.5pp | 318.63%-313.2pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $884 | $3,168-72.1% | $4,277-79.3% | $3,952-77.6% |
| Admin fee / account holder | $511 | $4,596-88.9% | $5,955-91.4% | $6,261-91.8% |