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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 | $55,423-42.0% | $155,602-79.3% | $74,400-56.8% |
| Participation rate | 39.3% | 61.9%-22.6pp | 78.2%-38.9pp | 67.2%-27.9pp |
| Annual return | 10.73% | 269.07%-258.3pp | 64.81%-54.1pp | 1367.51%-1356.8pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $835 | $2,835-70.5% | $5,629-85.2% | $4,348-80.8% |
| Admin fee / account holder | $8,232 | $1,744+371.9% | $15,923-48.3% | $1,944+323.5% |