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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 | $18,413 | $52,967-65.2% | $172,753-89.3% | $65,186-71.8% |
| Participation rate | 24.3% | 66.2%-41.9pp | 82.6%-58.4pp | 70.2%-45.9pp |
| Annual return | 0.37% | 30.12%-29.8pp | 803.00%-802.6pp | 29.39%-29.0pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $795 | $2,471-67.8% | $5,198-84.7% | $3,514-77.4% |
| Admin fee / account holder | $1,838 | $472+289.4% | $13,956-86.8% | $847+117.0% |