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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 | $24,162 | $48,053-49.7% | $84,628-71.4% | $72,975-66.9% |
| Participation rate | 19.2% | 57.6%-38.3pp | 68.2%-49.0pp | 69.5%-50.3pp |
| Annual return | 4.79% | 37.39%-32.6pp | 258.80%-254.0pp | 81.01%-76.2pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $380 | $3,395-88.8% | $4,914-92.3% | $5,124-92.6% |