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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 | $12,523 | $29,319-57.3% | $52,425-76.1% | $82,448-84.8% |
| Participation rate | 23.1% | 46.9%-23.8pp | 55.6%-32.5pp | 68.1%-45.0pp |
| Annual return | 12.91% | 535.20%-522.3pp | 302.12%-289.2pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $589 | $1,171-49.7% | $1,790-67.1% | $4,139-85.8% |
| Admin fee / account holder | $4,444 | $1,962+126.5% | $2,495+78.1% | $7,234-38.6% |