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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 | $23,941 | $69,274-65.4% | $64,097-62.6% | $139,487-82.8% |
| Participation rate | 33.3% | 75.6%-42.3pp | 72.3%-39.0pp | 80.3%-47.0pp |
| Annual return | 9.87% | 46.00%-36.1pp | 33.75%-23.9pp | 373.84%-364.0pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,183 | $4,685-32.1% | $3,881-18.0% | $6,713-52.6% |
| Admin fee / account holder | $37,384 | $4,247+780.4% | $3,070+1117.9% | $11,407+227.7% |