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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 | $30,588 | $48,327-36.7% | $67,575-54.7% | $80,935-62.2% |
| Participation rate | 29.6% | 66.4%-36.8pp | 72.9%-43.3pp | 67.7%-38.0pp |
| Annual return | 10.03% | 18.31%-8.3pp | 3528.98%-3519.0pp | 35.66%-25.6pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,432 | $2,927-51.1% | $4,003-64.2% | $4,299-66.7% |
| Admin fee / account holder | $19,191 | $3,692+419.8% | $3,993+380.6% | $6,924+177.2% |