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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 | $54,920 | $47,479+15.7% | $62,929-12.7% | $82,448-33.4% |
| Participation rate | 28.6% | 66.9%-38.3pp | 73.1%-44.5pp | 68.1%-39.5pp |
| Annual return | 10.27% | 20.34%-10.1pp | 1063.93%-1053.7pp | 41.64%-31.4pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,951 | $2,870-32.0% | $3,888-49.8% | $4,139-52.9% |
| Admin fee / account holder | $3,736 | $3,804-1.8% | $5,065-26.2% | $7,234-48.4% |