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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 | $34,750 | $51,631-32.7% | $129,397-73.1% | $80,925-57.1% |
| Participation rate | 44.2% | 56.9%-12.8pp | 69.6%-25.4pp | 67.7%-23.5pp |
| Annual return | 10.18% | 20.77%-10.6pp | 9453.98%-9443.8pp | 35.65%-25.5pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,003 | $2,670+12.5% | $4,167-27.9% | $4,299-30.1% |
| Admin fee / account holder | $5,775 | $4,309+34.0% | $7,679-24.8% | $6,940-16.8% |