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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 | $22,859 | $49,164-53.5% | $121,169-81.1% | $75,181-69.6% |
| Participation rate | 32.4% | 55.4%-23.0pp | 69.5%-37.1pp | 67.2%-34.8pp |
| Annual return | 11.68% | 56.03%-44.3pp | 986.71%-975.0pp | 160.69%-149.0pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,168-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $909 | $2,628-65.4% | $4,083-77.7% | $4,126-78.0% |
| Admin fee / account holder | $1,435 | $3,942-63.6% | $5,645-74.6% | $5,650-74.6% |