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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 | $24,213 | $69,274-65.0% | $64,097-62.2% | $139,487-82.6% |
| Participation rate | 66.7% | 75.6%-9.0pp | 72.3%-5.7pp | 80.3%-13.7pp |
| Annual return | 10.02% | 46.00%-36.0pp | 33.75%-23.7pp | 373.84%-363.8pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,100 | $4,685-12.5% | $3,881+5.6% | $6,713-38.9% |
| Admin fee / account holder | $6,219 | $4,247+46.5% | $3,070+102.6% | $11,407-45.5% |