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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 | $43,110 | $65,566-34.2% | $86,235-50.0% | $75,177-42.7% |
| Participation rate | 35.1% | 60.5%-25.4pp | 69.0%-33.8pp | 67.2%-32.1pp |
| Annual return | 7.61% | 46.07%-38.5pp | 1170.03%-1162.4pp | 160.75%-153.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,358 | $3,023-55.1% | $3,987-65.9% | $4,126-67.1% |
| Admin fee / account holder | $6,495 | $5,470+18.7% | $6,856-5.3% | $5,651+14.9% |