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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 | $20,143 | $105,145-80.8% | $94,664-78.7% | $139,466-85.6% |
| Participation rate | 21.4% | 82.4%-60.9pp | 80.8%-59.4pp | 80.3%-58.9pp |
| Annual return | 0.67% | 38.09%-37.4pp | 156.84%-156.2pp | 373.66%-373.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,255 | $7,599-30.8% | $7,417-29.2% | $6,712-21.7% |
| Admin fee / account holder | $4,154 | $8,972-53.7% | $7,222-42.5% | $11,409-63.6% |