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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 | $32,115 | $29,051+10.5% | $52,425-38.7% | $67,986-52.8% |
| Participation rate | 1.0% | 30.4%-29.5pp | 55.6%-54.7pp | 57.2%-56.2pp |
| Annual return | 12.41% | 24.00%-11.6pp | 302.12%-289.7pp | 31.67%-19.3pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,364 | $873+56.2% | $1,790-23.8% | $3,358-59.4% |
| Admin fee / account holder | $2,505 | $2,113+18.6% | $2,495+0.4% | $3,203-21.8% |