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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 | $44,984-30.3% | $85,009-63.1% | $74,546-57.9% |
| Participation rate | 31.8% | 49.4%-17.6pp | 67.5%-35.7pp | 67.2%-35.4pp |
| Annual return | 9.26% | 26.25%-17.0pp | 66.47%-57.2pp | 1366.03%-1356.8pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,728-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $882 | $2,733-67.7% | $4,522-80.5% | $4,347-79.7% |
| Admin fee / account holder | $2,301 | $2,208+4.2% | $6,153-62.6% | $1,944+18.4% |