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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 | $33,812 | $29,736+13.7% | $56,033-39.7% | $80,935-58.2% |
| Participation rate | 22.2% | 41.7%-19.5pp | 52.5%-30.3pp | 67.7%-45.4pp |
| Annual return | 8.94% | 35.28%-26.3pp | 1711.38%-1702.4pp | 35.66%-26.7pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $325 | $1,228-73.6% | $1,954-83.4% | $4,299-92.4% |
| Admin fee / account holder | $12,927 | $2,434+431.2% | $2,827+357.3% | $6,924+86.7% |