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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 | $16,655 | $52,353-68.2% | $120,225-86.1% | $82,448-79.8% |
| Participation rate | 26.0% | 58.3%-32.3pp | 69.6%-43.6pp | 68.1%-42.1pp |
| Annual return | 6.92% | 61.85%-54.9pp | 439.23%-432.3pp | 41.64%-34.7pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,212 | $2,627-53.9% | $3,999-69.7% | $4,139-70.7% |
| Admin fee / account holder | $5,494 | $4,363+25.9% | $5,696-3.6% | $7,234-24.1% |