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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 | $49,653 | $62,166-20.1% | $81,353-39.0% | $74,459-33.3% |
| Participation rate | 26.7% | 64.1%-37.4pp | 69.5%-42.8pp | 67.2%-40.5pp |
| Annual return | 9.36% | 16.50%-7.1pp | 24.82%-15.5pp | 1369.70%-1360.3pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,464-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,607 | $3,223-50.2% | $3,885-58.6% | $4,350-63.1% |
| Admin fee / account holder | $11,338 | $1,925+489.1% | $5,766+96.6% | $1,945+483.0% |