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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 | $36,295 | $29,670+22.3% | $56,054-35.3% | $80,911-55.1% |
| Participation rate | 25.6% | 41.7%-16.1pp | 52.5%-26.9pp | 67.6%-42.1pp |
| Annual return | 8.72% | 35.24%-26.5pp | 1705.95%-1697.2pp | 35.63%-26.9pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $438 | $1,227-64.3% | $1,952-77.6% | $4,297-89.8% |
| Admin fee / account holder | $9,931 | $2,431+308.6% | $2,822+251.9% | $6,935+43.2% |