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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 | $27,586 | $55,437-50.2% | $155,534-82.3% | $74,459-63.0% |
| Participation rate | 37.0% | 61.9%-24.9pp | 78.2%-41.2pp | 67.2%-30.3pp |
| Annual return | 10.71% | 269.58%-258.9pp | 64.92%-54.2pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,262 | $2,837-55.5% | $5,630-77.6% | $4,350-71.0% |
| Admin fee / account holder | $1,129 | $1,742-35.2% | $15,900-92.9% | $1,945-42.0% |