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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 | $27,743 | $48,284-42.5% | $67,524-58.9% | $80,911-65.7% |
| Participation rate | 61.5% | 66.4%-4.9pp | 72.9%-11.4pp | 67.6%-6.1pp |
| Annual return | 11.09% | 18.27%-7.2pp | 3519.41%-3508.3pp | 35.63%-24.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,761 | $2,927+28.5% | $4,001-6.0% | $4,297-12.5% |
| Admin fee / account holder | $4,057 | $3,688+10.0% | $4,001+1.4% | $6,935-41.5% |