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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 | $23,135 | $48,337-52.1% | $67,560-65.8% | $80,959-71.4% |
| Participation rate | 31.2% | 66.4%-35.3pp | 72.9%-41.8pp | 67.7%-36.5pp |
| Annual return | 10.31% | 18.26%-8.0pp | 3533.50%-3523.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,304 | $2,928-55.5% | $4,004-67.4% | $4,300-69.7% |
| Admin fee / account holder | $2,607 | $3,695-29.4% | $3,994-34.7% | $6,925-62.4% |