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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 | $31,360 | $45,123-30.5% | $85,240-63.2% | $74,478-57.9% |
| Participation rate | 31.8% | 49.4%-17.6pp | 67.5%-35.8pp | 67.2%-35.4pp |
| Annual return | 9.26% | 26.32%-17.1pp | 66.75%-57.5pp | 1370.56%-1361.3pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $882 | $2,736-67.8% | $4,527-80.5% | $4,350-79.7% |
| Admin fee / account holder | $2,301 | $2,215+3.9% | $6,165-62.7% | $1,946+18.2% |