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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 | $23,167 | $111,535-79.2% | $105,223-78.0% | $137,256-83.1% |
| Participation rate | 31.8% | 78.1%-46.3pp | 75.0%-43.2pp | 80.0%-48.1pp |
| Annual return | 11.50% | 237.85%-226.4pp | 180.65%-169.2pp | 220.34%-208.8pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,035 | $5,500-44.8% | $5,072-40.2% | $6,407-52.6% |
| Admin fee / account holder | $39,611 | $9,721+307.5% | $8,859+347.1% | $12,270+222.8% |