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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 | $31,190 | $55,470-43.8% | $155,556-79.9% | $74,478-58.1% |
| Participation rate | 16.0% | 61.9%-45.9pp | 78.2%-62.2pp | 67.2%-51.2pp |
| Annual return | 8.87% | 269.80%-260.9pp | 64.84%-56.0pp | 1370.56%-1361.7pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,102 | $2,838-61.2% | $5,631-80.4% | $4,350-74.7% |
| Admin fee / account holder | $2,674 | $1,744+53.3% | $15,885-83.2% | $1,946+37.4% |