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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 | $77,814-35.9% | $158,223-68.5% | $86,983-42.7% |
| Participation rate | 19.5% | 68.4%-48.9pp | 79.2%-59.7pp | 69.5%-50.1pp |
| Annual return | 10.13% | 30.54%-20.4pp | 52.09%-42.0pp | 25.83%-15.7pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,052 | $3,270-67.8% | $5,467-80.8% | $4,194-74.9% |
| Admin fee / account holder | $46,284 | $5,879+687.2% | $16,047+188.4% | $7,856+489.2% |