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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 | $34,740 | $102,429-66.1% | $147,096-76.4% | $80,925-57.1% |
| Participation rate | 55.2% | 75.9%-20.7pp | 82.2%-27.0pp | 67.7%-12.5pp |
| Annual return | 11.50% | 135.02%-123.5pp | 419.75%-408.2pp | 35.65%-24.1pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,947 | $6,649-55.7% | $8,071-63.5% | $4,299-31.4% |
| Admin fee / account holder | $26,643 | $7,957+234.8% | $13,005+104.9% | $6,940+283.9% |