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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 | $29,139 | $208,088-86.0% | $186,193-84.4% | $154,746-81.2% |
| Participation rate | 16.7% | 80.0%-63.3pp | 77.1%-60.4pp | 80.7%-64.0pp |
| Annual return | 5.91% | 89.97%-84.1pp | 78.03%-72.1pp | 172.34%-166.4pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,638 | $7,078-62.7% | $6,513-59.5% | $6,730-60.8% |
| Admin fee / account holder | $106,442 | $11,698+809.9% | $11,058+862.6% | $14,365+641.0% |