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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 | $49,853 | $78,690-36.6% | $161,489-69.1% | $87,485-43.0% |
| Participation rate | 19.5% | 67.5%-48.0pp | 78.7%-59.2pp | 68.9%-49.5pp |
| Annual return | 10.13% | 32.74%-22.6pp | 89.72%-79.6pp | 26.06%-15.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,052 | $3,311-68.2% | $5,630-81.3% | $4,274-75.4% |
| Admin fee / account holder | $46,284 | $6,724+588.4% | $16,006+189.2% | $7,775+495.3% |