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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 | $39,664 | $34,316+15.6% | $74,719-46.9% | $72,983-45.7% |
| Participation rate | 17.8% | 42.4%-24.6pp | 54.5%-36.7pp | 69.5%-51.7pp |
| Annual return | 12.44% | 26.58%-14.1pp | 753.05%-740.6pp | 81.01%-68.6pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $891 | $1,272-29.9% | $1,963-54.6% | $3,608-75.3% |
| Admin fee / account holder | $8,207 | $2,125+286.3% | $3,334+146.1% | $5,124+60.2% |