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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 | $27,730 | $85,169-67.4% | $172,755-83.9% | $72,983-62.0% |
| Participation rate | 33.3% | 70.1%-36.7pp | 82.6%-49.3pp | 69.5%-36.2pp |
| Annual return | 15.16% | 27.32%-12.2pp | 802.94%-787.8pp | 81.01%-65.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,852 | $3,260-43.2% | $5,198-64.4% | $3,608-48.7% |
| Admin fee / account holder | $17,866 | $5,880+203.8% | $13,955+28.0% | $5,124+248.7% |