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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 | $40,926 | $102,382-60.0% | $147,005-72.2% | $80,874-49.4% |
| Participation rate | 28.1% | 75.8%-47.7pp | 82.2%-54.0pp | 67.6%-39.5pp |
| Annual return | 6.95% | 134.89%-127.9pp | 418.76%-411.8pp | 35.62%-28.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,217 | $6,646-21.5% | $8,070-35.3% | $4,297+21.4% |
| Admin fee / account holder | $9,928 | $7,942+25.0% | $13,006-23.7% | $6,935+43.2% |