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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 | $23,742 | $58,241-59.2% | $81,780-71.0% | $80,911-70.7% |
| Participation rate | 20.6% | 63.4%-42.8pp | 72.4%-51.7pp | 67.6%-47.0pp |
| Annual return | 4.39% | 41.73%-37.3pp | 776.27%-771.9pp | 35.63%-31.2pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,097 | $3,283-66.6% | $4,321-74.6% | $4,297-74.5% |
| Admin fee / account holder | $28,280 | $4,973+468.7% | $7,384+283.0% | $6,935+307.8% |