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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 | $48,314-52.1% | $67,561-65.8% | $80,925-71.4% |
| Participation rate | 31.2% | 66.4%-35.2pp | 72.9%-41.7pp | 67.7%-36.5pp |
| Annual return | 10.31% | 18.28%-8.0pp | 3525.44%-3515.1pp | 35.65%-25.3pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,304 | $2,927-55.4% | $4,003-67.4% | $4,299-69.7% |
| Admin fee / account holder | $2,607 | $3,690-29.3% | $4,006-34.9% | $6,940-62.4% |