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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 | $23,397 | $77,920-70.0% | $149,723-84.4% | $75,177-68.9% |
| Participation rate | 19.0% | 65.6%-46.6pp | 78.8%-59.8pp | 67.2%-48.2pp |
| Annual return | 9.20% | 31.72%-22.5pp | 134.50%-125.3pp | 160.75%-151.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,098 | $3,411-67.8% | $5,682-80.7% | $4,126-73.4% |
| Admin fee / account holder | $15,272 | $5,951+156.6% | $13,215+15.6% | $5,651+170.2% |