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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 | $31,467 | $55,437-43.2% | $155,534-79.8% | $74,459-57.7% |
| Participation rate | 23.7% | 61.9%-38.2pp | 78.2%-54.5pp | 67.2%-43.5pp |
| Annual return | 10.76% | 269.58%-258.8pp | 64.92%-54.2pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,089 | $2,837-61.6% | $5,630-80.7% | $4,350-75.0% |
| Admin fee / account holder | $6,745 | $1,742+287.1% | $15,900-57.6% | $1,945+246.8% |