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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 | $32,163 | $55,437-42.0% | $155,534-79.3% | $74,459-56.8% |
| Participation rate | 39.3% | 61.9%-22.6pp | 78.2%-38.9pp | 67.2%-27.9pp |
| Annual return | 10.73% | 269.58%-258.8pp | 64.92%-54.2pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $835 | $2,837-70.6% | $5,630-85.2% | $4,350-80.8% |
| Admin fee / account holder | $8,232 | $1,742+372.4% | $15,900-48.2% | $1,945+323.3% |