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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 | $27,885 | $111,830-75.1% | $93,696-70.2% | $145,884-80.9% |
| Participation rate | 52.9% | 74.2%-21.3pp | 68.7%-15.8pp | 80.3%-27.4pp |
| Annual return | 3.26% | 204.08%-200.8pp | 133.74%-130.5pp | 551.85%-548.6pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,341 | $4,920-72.8% | $4,417-69.6% | $6,690-80.0% |
| Admin fee / account holder | $17,606 | $10,249+71.8% | $8,287+112.5% | $13,392+31.5% |