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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 | $54,679-32.7% | $76,119-51.7% | $74,459-50.6% |
| Participation rate | 40.6% | 60.3%-19.7pp | 69.1%-28.5pp | 67.2%-26.6pp |
| Annual return | 10.33% | 31.90%-21.6pp | 361.25%-350.9pp | 1369.70%-1359.4pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,693-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,502 | $3,072-18.6% | $4,259-41.3% | $4,350-42.5% |
| Admin fee / account holder | $2,966 | $2,238+32.5% | $6,421-53.8% | $1,945+52.5% |