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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 | $28,045 | $100,911-72.2% | $90,440-69.0% | $158,966-82.4% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 2.98% | 1726.62%-1723.6pp | 1294.38%-1291.4pp | 302.95%-300.0pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,117 | $4,348-51.3% | $3,964-46.6% | $5,983-64.6% |
| Admin fee / account holder | $743 | $6,507-88.6% | $5,615-86.8% | $11,250-93.4% |