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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 | $55,934 | $47,479+17.8% | $62,929-11.1% | $82,448-32.2% |
| Participation rate | 24.2% | 66.9%-42.6pp | 73.1%-48.9pp | 68.1%-43.8pp |
| Annual return | 10.46% | 20.34%-9.9pp | 1063.93%-1053.5pp | 41.64%-31.2pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,068 | $2,870-62.8% | $3,888-72.5% | $4,139-74.2% |
| Admin fee / account holder | $760 | $3,804-80.0% | $5,065-85.0% | $7,234-89.5% |