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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 | $28,204 | $69,774-59.6% | $67,575-58.3% | $74,459-62.1% |
| Participation rate | 32.4% | 71.4%-39.0pp | 72.9%-40.5pp | 67.2%-34.8pp |
| Annual return | 11.25% | -40.53%+51.8pp | 3528.98%-3517.7pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,736-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,491 | $3,636-59.0% | $4,003-62.8% | $4,350-65.7% |
| Admin fee / account holder | $3,324 | $890+273.5% | $3,993-16.8% | $1,945+70.9% |