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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 | $23,604 | $70,366-66.5% | $66,674-64.6% | $138,895-83.0% |
| Participation rate | 23.1% | 76.2%-53.1pp | 73.7%-50.6pp | 79.9%-56.8pp |
| Annual return | 7.46% | 386.41%-378.9pp | 321.24%-313.8pp | 145.39%-137.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,041 | $4,374-76.2% | $4,084-74.5% | $6,396-83.7% |
| Admin fee / account holder | $12,391 | $5,262+135.5% | $5,098+143.0% | $12,562-1.4% |