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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 | $54,709 | $62,166-12.0% | $81,353-32.8% | $74,459-26.5% |
| Participation rate | 24.4% | 64.1%-39.7pp | 69.5%-45.1pp | 67.2%-42.8pp |
| Annual return | 10.05% | 16.50%-6.5pp | 24.82%-14.8pp | 1369.70%-1359.7pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,464-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,444 | $3,223-55.2% | $3,885-62.8% | $4,350-66.8% |
| Admin fee / account holder | $6,034 | $1,925+213.5% | $5,766+4.6% | $1,945+210.3% |