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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 | $41,363 | $58,311-29.1% | $81,882-49.5% | $80,959-48.9% |
| Participation rate | 59.5% | 63.5%-4.0pp | 72.4%-12.9pp | 67.7%-8.1pp |
| Annual return | 10.42% | 41.85%-31.4pp | 779.47%-769.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,130 | $3,287-35.2% | $4,323-50.7% | $4,300-50.5% |
| Admin fee / account holder | $2,200 | $4,752-53.7% | $7,360-70.1% | $6,925-68.2% |