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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 | $38,300 | $27,936+37.1% | $58,561-34.6% | $75,173-49.1% |
| Participation rate | 24.0% | 38.8%-14.8pp | 50.9%-26.9pp | 67.2%-43.2pp |
| Annual return | 13.36% | 44.21%-30.9pp | 4251.33%-4238.0pp | 160.72%-147.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $694 | $1,202-42.2% | $1,923-63.9% | $4,126-83.2% |
| Admin fee / account holder | $9,239 | $1,727+435.1% | $2,520+266.6% | $5,651+63.5% |