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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 | $24,462 | $29,051-15.8% | $52,425-53.3% | $67,986-64.0% |
| Participation rate | 11.7% | 30.4%-18.7pp | 55.6%-43.9pp | 57.2%-45.5pp |
| Annual return | 13.29% | 24.00%-10.7pp | 302.12%-288.8pp | 31.67%-18.4pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $370 | $873-57.7% | $1,790-79.4% | $3,358-89.0% |
| Admin fee / account holder | $479 | $2,113-77.3% | $2,495-80.8% | $3,203-85.1% |