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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 | $23,695 | $58,391-59.4% | $76,667-69.1% | $72,976-67.5% |
| Participation rate | 55.9% | 67.4%-11.5pp | 72.1%-16.2pp | 69.5%-13.6pp |
| Annual return | 7.07% | 2306.65%-2299.6pp | 1166.74%-1159.7pp | 81.02%-73.9pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,180 | $2,690-56.1% | $3,336-64.6% | $3,608-67.3% |
| Admin fee / account holder | $2,566 | $4,014-36.1% | $6,423-60.0% | $5,124-49.9% |