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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 | $27,219 | $51,631-47.3% | $129,397-79.0% | $80,925-66.4% |
| Participation rate | 42.1% | 56.9%-14.8pp | 69.6%-27.5pp | 67.7%-25.6pp |
| Annual return | 9.09% | 20.77%-11.7pp | 9453.98%-9444.9pp | 35.65%-26.6pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,523 | $2,670-5.5% | $4,167-39.5% | $4,299-41.3% |
| Admin fee / account holder | $13,843 | $4,309+221.3% | $7,679+80.3% | $6,940+99.5% |