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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 | $36,803 | $54,674-32.7% | $76,089-51.6% | $74,429-50.6% |
| Participation rate | 40.6% | 60.3%-19.7pp | 69.1%-28.5pp | 67.2%-26.6pp |
| Annual return | 10.33% | 31.89%-21.6pp | 360.94%-350.6pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,690-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,502 | $3,071-18.5% | $4,259-41.3% | $4,348-42.5% |
| Admin fee / account holder | $2,966 | $2,238+32.5% | $6,418-53.8% | $1,944+52.5% |