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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 | $29,736+22.1% | $56,033-35.2% | $80,935-55.2% |
| Participation rate | 25.6% | 41.7%-16.1pp | 52.5%-26.9pp | 67.7%-42.1pp |
| Annual return | 8.72% | 35.28%-26.6pp | 1711.38%-1702.7pp | 35.66%-26.9pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $438 | $1,228-64.3% | $1,954-77.6% | $4,299-89.8% |
| Admin fee / account holder | $9,931 | $2,434+308.1% | $2,827+251.3% | $6,924+43.4% |