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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 | $17,095 | $53,841-68.2% | $75,731-77.4% | $85,851-80.1% |
| Participation rate | 14.6% | 69.0%-54.4pp | 74.8%-60.2pp | 69.3%-54.7pp |
| Annual return | 6.81% | 24.54%-17.7pp | 104.65%-97.8pp | 318.63%-311.8pp |
| Employer contribution / active EE | $1,472 | $2,017-27.0% | $2,743-46.3% | $2,565-42.6% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $15,397 | $3,340+360.9% | $3,620+325.3% | $6,261+145.9% |