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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 | $36,752 | $54,690-32.8% | $76,030-51.7% | $74,478-50.7% |
| Participation rate | 38.0% | 60.3%-22.4pp | 69.1%-31.1pp | 67.2%-29.2pp |
| Annual return | 8.63% | 31.92%-23.3pp | 361.54%-352.9pp | 1370.56%-1361.9pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,688-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,167 | $3,070-62.0% | $4,257-72.6% | $4,350-73.2% |
| Admin fee / account holder | $4,668 | $2,240+108.4% | $6,421-27.3% | $1,946+139.9% |