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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 | $38,548 | $58,969-34.6% | $129,406-70.2% | $77,762-50.4% |
| Participation rate | 12.7% | 59.5%-46.8pp | 69.6%-57.0pp | 70.6%-57.9pp |
| Annual return | 1.87% | 24.78%-22.9pp | 9468.18%-9466.3pp | 31.27%-29.4pp |
| Employer contribution / active EE | $0 | $1,959-100.0% | $4,155-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $895 | $3,224-72.2% | $4,167-78.5% | $4,651-80.7% |
| Admin fee / account holder | $5,232 | $593+782.6% | $7,689-32.0% | $433+1108.6% |