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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 | $51,638-31.8% | $68,368-48.5% | $82,448-57.3% |
| Participation rate | 30.3% | 63.6%-33.3pp | 73.8%-43.4pp | 68.1%-37.8pp |
| Annual return | 10.87% | 37.53%-26.7pp | 292.57%-281.7pp | 41.64%-30.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $916 | $2,914-68.6% | $4,123-77.8% | $4,139-77.9% |
| Admin fee / account holder | $362 | $4,643-92.2% | $5,150-93.0% | $7,234-95.0% |