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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 | $34,153 | $85,766-60.2% | $136,298-74.9% | $70,126-51.3% |
| Participation rate | 38.8% | 74.2%-35.3pp | 81.9%-43.1pp | 69.5%-30.7pp |
| Annual return | 11.88% | 31.46%-19.6pp | 5156.27%-5144.4pp | 73.15%-61.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,056 | $5,051-19.7% | $6,247-35.1% | $3,332+21.7% |
| Admin fee / account holder | $20,826 | $5,421+284.2% | $9,244+125.3% | $4,645+348.3% |