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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 | $41,210 | $85,171-51.6% | $172,753-76.1% | $72,976-43.5% |
| Participation rate | 24.3% | 70.1%-45.8pp | 82.6%-58.4pp | 69.5%-45.2pp |
| Annual return | 3.51% | 27.32%-23.8pp | 803.00%-799.5pp | 81.02%-77.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $988 | $3,260-69.7% | $5,198-81.0% | $3,608-72.6% |
| Admin fee / account holder | $6,625 | $5,880+12.7% | $13,956-52.5% | $5,124+29.3% |