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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 | $39,335 | $56,063-29.8% | $76,051-48.3% | $80,911-51.4% |
| Participation rate | 4.0% | 62.0%-58.0pp | 69.1%-65.1pp | 67.6%-63.6pp |
| Annual return | 9.20% | 20.54%-11.3pp | 360.42%-351.2pp | 35.63%-26.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,220 | $5,240-76.7% | $6,416-81.0% | $6,935-82.4% |