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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 | $35,230 | $61,125-42.4% | $94,057-62.5% | $87,485-59.7% |
| Participation rate | 30.3% | 64.1%-33.8pp | 73.3%-43.0pp | 68.9%-38.6pp |
| Annual return | 10.87% | 35.20%-24.3pp | 480.62%-469.8pp | 26.06%-15.2pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $916 | $3,260-71.9% | $4,709-80.6% | $4,274-78.6% |
| Admin fee / account holder | $362 | $5,629-93.6% | $7,244-95.0% | $7,775-95.3% |