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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 | $51,606-47.3% | $129,339-79.0% | $80,911-66.4% |
| Participation rate | 42.1% | 57.0%-14.9pp | 69.6%-27.5pp | 67.6%-25.5pp |
| Annual return | 9.09% | 20.76%-11.7pp | 9437.05%-9428.0pp | 35.63%-26.5pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,523 | $2,669-5.5% | $4,170-39.5% | $4,297-41.3% |
| Admin fee / account holder | $13,843 | $4,310+221.2% | $7,668+80.5% | $6,935+99.6% |