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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 | $48,327-42.6% | $67,575-58.9% | $80,935-65.7% |
| Participation rate | 61.5% | 66.4%-4.9pp | 72.9%-11.4pp | 67.7%-6.1pp |
| Annual return | 11.09% | 18.31%-7.2pp | 3528.98%-3517.9pp | 35.66%-24.6pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,761 | $2,927+28.5% | $4,003-6.1% | $4,299-12.5% |
| Admin fee / account holder | $4,057 | $3,692+9.9% | $3,993+1.6% | $6,924-41.4% |