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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 | $46,044 | $98,760-53.4% | $149,715-69.2% | $79,858-42.3% |
| Participation rate | 38.9% | 75.8%-36.9pp | 82.5%-43.6pp | 69.6%-30.7pp |
| Annual return | 11.64% | 27.43%-15.8pp | 276.66%-265.0pp | 31.72%-20.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,897 | $5,681-49.0% | $6,842-57.7% | $3,740-22.5% |
| Admin fee / account holder | $591 | $6,053-90.2% | $9,310-93.6% | $5,306-88.9% |