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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 | $54,558-32.5% | $76,002-51.6% | $74,546-50.6% |
| Participation rate | 40.6% | 60.3%-19.7pp | 69.1%-28.5pp | 67.2%-26.6pp |
| Annual return | 10.33% | 31.83%-21.5pp | 360.07%-349.7pp | 1366.03%-1355.7pp |
| Employer contribution / active EE | $0 | $1,778-100.0% | $2,688-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,502 | $3,065-18.4% | $4,257-41.2% | $4,347-42.4% |
| Admin fee / account holder | $2,966 | $2,232+32.9% | $6,414-53.8% | $1,944+52.6% |