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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 | $49,976-29.5% | $66,674-47.2% | $82,637-57.4% |
| Participation rate | 30.3% | 63.1%-32.8pp | 73.7%-43.4pp | 68.1%-37.8pp |
| Annual return | 10.87% | 39.09%-28.2pp | 321.24%-310.4pp | 53.51%-42.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $916 | $2,847-67.8% | $4,084-77.6% | $4,126-77.8% |
| Admin fee / account holder | $362 | $4,594-92.1% | $5,098-92.9% | $7,339-95.1% |