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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 | $102,382-66.1% | $147,005-76.4% | $80,874-57.0% |
| Participation rate | 55.2% | 75.8%-20.7pp | 82.2%-27.0pp | 67.6%-12.5pp |
| Annual return | 11.50% | 134.89%-123.4pp | 418.76%-407.3pp | 35.62%-24.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,947 | $6,646-55.7% | $8,070-63.5% | $4,297-31.4% |
| Admin fee / account holder | $26,643 | $7,942+235.5% | $13,006+104.9% | $6,935+284.2% |