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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 | $42,351 | $58,275-27.3% | $81,844-48.3% | $80,935-47.7% |
| Participation rate | 31.4% | 63.5%-32.0pp | 72.4%-41.0pp | 67.7%-36.2pp |
| Annual return | 9.75% | 41.82%-32.1pp | 778.87%-769.1pp | 35.66%-25.9pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,774 | $3,285-15.6% | $4,323-35.8% | $4,299-35.5% |
| Admin fee / account holder | $607 | $4,749-87.2% | $7,355-91.7% | $6,924-91.2% |