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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 | $30,655 | $112,112-72.7% | $95,956-68.1% | $158,950-80.7% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 2.46% | 171.15%-168.7pp | 91.63%-89.2pp | 302.91%-300.4pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $11,002 | $4,784+130.0% | $4,167+164.0% | $5,983+83.9% |
| Admin fee / account holder | $6,973 | $10,134-31.2% | $6,797+2.6% | $11,248-38.0% |