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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 | $16,835 | $55,437-69.6% | $155,534-89.2% | $74,459-77.4% |
| Participation rate | 29.7% | 61.9%-32.2pp | 78.2%-48.5pp | 67.2%-37.5pp |
| Annual return | 8.02% | 269.58%-261.6pp | 64.92%-56.9pp | 1369.70%-1361.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,029 | $2,837-63.7% | $5,630-81.7% | $4,350-76.3% |
| Admin fee / account holder | $2,460 | $1,742+41.2% | $15,900-84.5% | $1,945+26.5% |