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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 | $19,422 | $51,604-62.4% | $129,295-85.0% | $80,874-76.0% |
| Participation rate | 3.7% | 57.0%-53.3pp | 69.6%-65.9pp | 67.6%-63.9pp |
| Annual return | 6.28% | 20.76%-14.5pp | 9429.28%-9423.0pp | 35.62%-29.3pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,169-100.0% | $4,297-100.0% |
| Admin fee / account holder | $343 | $4,310-92.1% | $7,665-95.5% | $6,935-95.1% |