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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 | $43,868 | $47,105-6.9% | $68,368-35.8% | $67,986-35.5% |
| Participation rate | 5.2% | 51.8%-46.5pp | 73.8%-68.5pp | 57.2%-52.0pp |
| Annual return | 12.23% | 48.37%-36.1pp | 292.57%-280.3pp | 31.67%-19.4pp |
| Employer contribution / active EE | $254 | $1,859-86.3% | $2,649-90.4% | $2,019-87.4% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $4,123-100.0% | $3,358-100.0% |
| Admin fee / account holder | $1,917 | $2,435-21.3% | $5,150-62.8% | $3,203-40.1% |