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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 | $51,337 | $61,816-17.0% | $97,260-47.2% | $80,935-36.6% |
| Participation rate | 36.0% | 63.5%-27.5pp | 72.7%-36.7pp | 67.7%-31.7pp |
| Annual return | 7.47% | -558.73%+566.2pp | 75.54%-68.1pp | 35.66%-28.2pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $959 | $3,027-68.3% | $4,262-77.5% | $4,299-77.7% |
| Admin fee / account holder | $3,467 | $5,166-32.9% | $5,640-38.5% | $6,924-49.9% |