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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 | $53,698 | $55,457-3.2% | $77,361-30.6% | $94,015-42.9% |
| Participation rate | 25.0% | 69.8%-44.8pp | 75.0%-50.0pp | 70.8%-45.8pp |
| Annual return | 9.55% | 15.57%-6.0pp | 1011.54%-1002.0pp | 17.84%-8.3pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,782 | $3,069-42.0% | $3,911-54.4% | $4,249-58.1% |
| Admin fee / account holder | $11,768 | $4,334+171.5% | $5,894+99.7% | $8,951+31.5% |