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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 | $29,200 | $55,472-47.4% | $155,567-81.2% | $74,546-60.8% |
| Participation rate | 10.6% | 61.9%-51.3pp | 78.2%-67.6pp | 67.2%-56.6pp |
| Annual return | 4.26% | 268.72%-264.5pp | 64.74%-60.5pp | 1366.03%-1361.8pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,140 | $2,838-59.8% | $5,628-79.7% | $4,347-73.8% |
| Admin fee / account holder | $3,351 | $1,743+92.3% | $15,916-78.9% | $1,944+72.4% |