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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 | $27,725 | $58,258-52.4% | $81,820-66.1% | $80,925-65.7% |
| Participation rate | 32.3% | 63.5%-31.2pp | 72.4%-40.1pp | 67.7%-35.4pp |
| Annual return | 9.58% | 41.76%-32.2pp | 777.93%-768.3pp | 35.65%-26.1pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,109 | $3,284-35.8% | $4,323-51.2% | $4,299-50.9% |
| Admin fee / account holder | $1,482 | $4,976-70.2% | $7,391-79.9% | $6,940-78.6% |