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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 | $55,446-61.4% | $155,574-86.3% | $74,429-71.3% |
| Participation rate | 43.0% | 61.9%-18.9pp | 78.2%-35.2pp | 67.2%-24.2pp |
| Annual return | 8.85% | 269.20%-260.3pp | 64.87%-56.0pp | 1368.38%-1359.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,590 | $2,836-43.9% | $5,629-71.7% | $4,348-63.4% |
| Admin fee / account holder | $2,397 | $1,743+37.5% | $15,914-84.9% | $1,944+23.3% |