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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 | $33,777 | $72,071-53.1% | $68,368-50.6% | $137,256-75.4% |
| Participation rate | 52.2% | 76.2%-24.1pp | 73.8%-21.6pp | 80.0%-27.8pp |
| Annual return | 10.64% | 353.14%-342.5pp | 292.57%-281.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,789 | $4,410-36.8% | $4,123-32.4% | $6,407-56.5% |
| Admin fee / account holder | $32,624 | $5,336+511.5% | $5,150+533.5% | $12,270+165.9% |