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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 | $55,423-47.3% | $155,602-81.2% | $74,400-60.8% |
| Participation rate | 10.6% | 61.9%-51.3pp | 78.2%-67.6pp | 67.2%-56.6pp |
| Annual return | 4.26% | 269.07%-264.8pp | 64.81%-60.6pp | 1367.51%-1363.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,140 | $2,835-59.8% | $5,629-79.7% | $4,348-73.8% |
| Admin fee / account holder | $3,351 | $1,744+92.1% | $15,923-79.0% | $1,944+72.4% |