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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 | $37,287 | $51,184-27.2% | $66,439-43.9% | $86,983-57.1% |
| Participation rate | 62.7% | 68.5%-5.8pp | 74.5%-11.8pp | 69.5%-6.9pp |
| Annual return | 9.96% | 17.07%-7.1pp | 757.66%-747.7pp | 25.83%-15.9pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,835 | $2,927-37.3% | $3,876-52.7% | $4,194-56.3% |
| Admin fee / account holder | $831 | $4,154-80.0% | $6,173-86.5% | $7,856-89.4% |