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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 | $77,901-70.0% | $149,717-84.4% | $75,181-68.9% |
| Participation rate | 19.0% | 65.6%-46.6pp | 78.8%-59.8pp | 67.2%-48.2pp |
| Annual return | 9.20% | 31.73%-22.5pp | 134.41%-125.2pp | 160.69%-151.5pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $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 | $5,949+156.7% | $13,213+15.6% | $5,650+170.3% |