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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 | $40,757 | $102,385-60.2% | $147,080-72.3% | $80,935-49.6% |
| Participation rate | 29.2% | 75.9%-46.7pp | 82.2%-53.0pp | 67.7%-38.5pp |
| Annual return | 7.54% | 135.09%-127.6pp | 420.17%-412.6pp | 35.66%-28.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,237 | $6,651-51.3% | $8,066-59.9% | $4,299-24.7% |
| Admin fee / account holder | $5,852 | $7,951-26.4% | $12,989-54.9% | $6,924-15.5% |