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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 | $33,498 | $65,555-48.9% | $86,216-61.1% | $75,173-55.4% |
| Participation rate | 56.4% | 60.5%-4.1pp | 69.0%-12.6pp | 67.2%-10.8pp |
| Annual return | 11.95% | 46.07%-34.1pp | 1169.42%-1157.5pp | 160.72%-148.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,776 | $3,023-8.2% | $3,986-30.4% | $4,126-32.7% |
| Admin fee / account holder | $1,359 | $5,469-75.1% | $6,853-80.2% | $5,651-75.9% |