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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 | $28,416 | $85,171-66.6% | $172,753-83.6% | $72,976-61.1% |
| Participation rate | 36.4% | 70.1%-33.7pp | 82.6%-46.3pp | 69.5%-33.1pp |
| Annual return | 14.15% | 27.32%-13.2pp | 803.00%-788.9pp | 81.02%-66.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,122 | $3,260-65.6% | $5,198-78.4% | $3,608-68.9% |
| Admin fee / account holder | $8,942 | $5,880+52.1% | $13,956-35.9% | $5,124+74.5% |