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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 | $18,412 | $58,241-68.4% | $81,780-77.5% | $80,911-77.2% |
| Participation rate | 24.7% | 63.4%-38.7pp | 72.4%-47.7pp | 67.6%-42.9pp |
| Annual return | 7.16% | 41.73%-34.6pp | 776.27%-769.1pp | 35.63%-28.5pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,542 | $3,283-53.0% | $4,321-64.3% | $4,297-64.1% |
| Admin fee / account holder | $2,955 | $4,973-40.6% | $7,384-60.0% | $6,935-57.4% |