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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 | $34,669 | $85,171-59.3% | $172,753-79.9% | $72,976-52.5% |
| Participation rate | 35.7% | 70.1%-34.3pp | 82.6%-46.9pp | 69.5%-33.8pp |
| Annual return | 15.50% | 27.32%-11.8pp | 803.00%-787.5pp | 81.02%-65.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,305 | $3,260-60.0% | $5,198-74.9% | $3,608-63.8% |
| Admin fee / account holder | $355 | $5,880-94.0% | $13,956-97.5% | $5,124-93.1% |