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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 | $48,327-49.6% | $67,575-64.0% | $80,935-69.9% |
| Participation rate | 25.6% | 66.4%-40.8pp | 72.9%-47.3pp | 67.7%-42.0pp |
| Annual return | 10.86% | 18.31%-7.5pp | 3528.98%-3518.1pp | 35.66%-24.8pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $821 | $2,927-72.0% | $4,003-79.5% | $4,299-80.9% |
| Admin fee / account holder | $5,991 | $3,692+62.3% | $3,993+50.0% | $6,924-13.5% |