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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 | $23,524 | $105,158-77.6% | $94,672-75.2% | $139,487-83.1% |
| Participation rate | 62.5% | 82.4%-19.9pp | 80.8%-18.3pp | 80.3%-17.8pp |
| Annual return | 12.10% | 38.11%-26.0pp | 156.89%-144.8pp | 373.84%-361.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $10,487 | $7,599+38.0% | $7,417+41.4% | $6,713+56.2% |
| Admin fee / account holder | $12,730 | $8,972+41.9% | $7,222+76.3% | $11,407+11.6% |