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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 | $60,140 | $96,508-37.7% | $75,901-20.8% | $152,897-60.7% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.3%-35.9pp | 82.5%-49.1pp |
| Annual return | 10.26% | 33.99%-23.7pp | 30.76%-20.5pp | 345.43%-335.2pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,200 | $4,554-73.7% | $3,603-66.7% | $5,851-79.5% |
| Admin fee / account holder | $25,291 | $8,081+213.0% | $5,420+366.6% | $11,599+118.0% |