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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 | $50,730 | $61,787-17.9% | $97,197-47.8% | $80,925-37.3% |
| Participation rate | 31.5% | 63.5%-32.0pp | 72.7%-41.2pp | 67.7%-36.2pp |
| Annual return | 10.50% | -558.16%+568.7pp | 75.47%-65.0pp | 35.65%-25.1pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,004 | $3,027-33.8% | $4,263-53.0% | $4,299-53.4% |
| Admin fee / account holder | $2,835 | $5,170-45.2% | $5,637-49.7% | $6,940-59.2% |