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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 | $19,704 | $47,479-58.5% | $62,929-68.7% | $82,448-76.1% |
| Participation rate | 47.2% | 66.9%-19.7pp | 73.1%-25.9pp | 68.1%-20.9pp |
| Annual return | 10.48% | 20.34%-9.9pp | 1063.93%-1053.5pp | 41.64%-31.2pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,534 | $2,870-46.5% | $3,888-60.5% | $4,139-62.9% |
| Admin fee / account holder | $461 | $3,804-87.9% | $5,065-90.9% | $7,234-93.6% |