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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 | $63,605 | $70,435-9.7% | $96,575-34.1% | $85,856-25.9% |
| Participation rate | 34.4% | 61.8%-27.4pp | 69.8%-35.4pp | 69.3%-34.9pp |
| Annual return | 9.39% | 18.59%-9.2pp | 37.79%-28.4pp | 318.58%-309.2pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,057 | $2,894-28.9% | $3,849-46.6% | $3,952-48.0% |
| Admin fee / account holder | $22,766 | $4,997+355.6% | $6,182+268.3% | $6,261+263.6% |