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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 | $58,275-59.3% | $81,844-71.0% | $80,935-70.7% |
| Participation rate | 20.6% | 63.5%-42.8pp | 72.4%-51.7pp | 67.7%-47.0pp |
| Annual return | 4.39% | 41.82%-37.4pp | 778.87%-774.5pp | 35.66%-31.3pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,097 | $3,285-66.6% | $4,323-74.6% | $4,299-74.5% |
| Admin fee / account holder | $28,280 | $4,749+495.5% | $7,355+284.5% | $6,924+308.4% |