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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 | $24,134 | $70,366-65.7% | $66,674-63.8% | $138,895-82.6% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | 10.98% | 386.41%-375.4pp | 321.24%-310.3pp | 145.39%-134.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $799 | $4,374-81.7% | $4,084-80.4% | $6,396-87.5% |
| Admin fee / account holder | $16,502 | $5,262+213.6% | $5,098+223.7% | $12,562+31.4% |