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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 | $24,489 | $48,364-49.4% | $71,796-65.9% | $62,881-61.1% |
| Participation rate | 26.9% | 60.6%-33.7pp | 69.1%-42.2pp | 69.3%-42.4pp |
| Annual return | -2.10% | 13.16%-15.3pp | 78.04%-80.1pp | 20.14%-22.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,315 | $2,091-37.1% | $2,794-52.9% | $3,203-59.0% |
| Admin fee / account holder | $433 | $3,771-88.5% | $4,815-91.0% | $4,296-89.9% |