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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 | $76,407-34.8% | $150,298-66.8% | $82,448-39.5% |
| Participation rate | 19.5% | 66.4%-46.9pp | 77.8%-58.3pp | 68.1%-48.6pp |
| Annual return | 10.13% | 39.99%-29.9pp | 62.79%-52.7pp | 41.64%-31.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,052 | $3,214-67.3% | $5,453-80.7% | $4,139-74.6% |
| Admin fee / account holder | $46,284 | $6,352+628.7% | $14,116+227.9% | $7,234+539.8% |