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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 | $21,383 | $55,470-61.5% | $155,556-86.3% | $74,478-71.3% |
| Participation rate | 43.0% | 61.9%-18.9pp | 78.2%-35.2pp | 67.2%-24.2pp |
| Annual return | 8.85% | 269.80%-261.0pp | 64.84%-56.0pp | 1370.56%-1361.7pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,590 | $2,838-44.0% | $5,631-71.8% | $4,350-63.4% |
| Admin fee / account holder | $2,397 | $1,744+37.4% | $15,885-84.9% | $1,946+23.2% |