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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 | $29,809 | $60,139-50.4% | $90,461-67.0% | $79,856-62.7% |
| Participation rate | 52.7% | 65.0%-12.3pp | 72.7%-20.0pp | 69.6%-16.9pp |
| Annual return | 4.30% | 71.96%-67.7pp | 1294.76%-1290.5pp | 31.71%-27.4pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,003 | $2,939-65.9% | $3,964-74.7% | $3,741-73.2% |
| Admin fee / account holder | $328 | $3,978-91.8% | $5,617-94.2% | $5,306-93.8% |