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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 | $22,467 | $60,128-62.6% | $90,440-75.2% | $79,852-71.9% |
| Participation rate | 56.6% | 65.0%-8.4pp | 72.7%-16.1pp | 69.6%-13.0pp |
| Annual return | 4.32% | 71.95%-67.6pp | 1294.38%-1290.1pp | 31.72%-27.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,115 | $2,939-62.1% | $3,964-71.9% | $3,740-70.2% |
| Admin fee / account holder | $6,461 | $3,977+62.4% | $5,615+15.1% | $5,306+21.8% |