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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 | $84,205 | $95,406-11.7% | $185,849-54.7% | $85,847-1.9% |
| Participation rate | 19.3% | 68.8%-49.5pp | 81.7%-62.4pp | 69.3%-50.0pp |
| Annual return | 10.72% | 23.59%-12.9pp | 122.10%-111.4pp | 318.61%-307.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,263 | $3,424-63.1% | $5,569-77.3% | $3,952-68.1% |
| Admin fee / account holder | $1,073 | $7,214-85.1% | $16,244-93.4% | $6,261-82.9% |