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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 | $36,748 | $65,566-44.0% | $86,235-57.4% | $75,177-51.1% |
| Participation rate | 29.1% | 60.5%-31.4pp | 69.0%-39.9pp | 67.2%-38.1pp |
| Annual return | 11.55% | 46.07%-34.5pp | 1170.03%-1158.5pp | 160.75%-149.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,743 | $3,023-42.3% | $3,987-56.3% | $4,126-57.7% |
| Admin fee / account holder | $10,166 | $5,470+85.9% | $6,856+48.3% | $5,651+79.9% |