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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 | $24,351 | $48,337-49.6% | $67,560-64.0% | $80,959-69.9% |
| Participation rate | 25.6% | 66.4%-40.8pp | 72.9%-47.3pp | 67.7%-42.0pp |
| Annual return | 10.86% | 18.26%-7.4pp | 3533.50%-3522.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $821 | $2,928-72.0% | $4,004-79.5% | $4,300-80.9% |
| Admin fee / account holder | $5,991 | $3,695+62.1% | $3,994+50.0% | $6,925-13.5% |