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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 | $46,350 | $65,434-29.2% | $98,483-52.9% | $85,847-46.0% |
| Participation rate | 28.9% | 65.0%-36.1pp | 73.3%-44.5pp | 69.3%-40.4pp |
| Annual return | 11.02% | 21.75%-10.7pp | 1494.38%-1483.4pp | 318.61%-307.6pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $960 | $3,168-69.7% | $4,276-77.5% | $3,952-75.7% |
| Admin fee / account holder | $4,090 | $4,595-11.0% | $5,953-31.3% | $6,261-34.7% |