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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 | $38,754 | $58,241-33.5% | $81,780-52.6% | $80,911-52.1% |
| Participation rate | 36.8% | 63.4%-26.6pp | 72.4%-35.5pp | 67.6%-30.8pp |
| Annual return | 10.45% | 41.73%-31.3pp | 776.27%-765.8pp | 35.63%-25.2pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,295 | $3,283-60.5% | $4,321-70.0% | $4,297-69.9% |
| Admin fee / account holder | $3,376 | $4,973-32.1% | $7,384-54.3% | $6,935-51.3% |