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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 | $22,374 | $102,663-78.2% | $86,216-74.0% | $139,466-84.0% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 1.56% | 1924.52%-1923.0pp | 1169.42%-1167.9pp | 373.66%-372.1pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,623 | $4,677-43.9% | $3,986-34.2% | $6,712-60.9% |
| Admin fee / account holder | $1,809 | $8,663-79.1% | $6,853-73.6% | $11,409-84.1% |