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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 | $50,564 | $91,179-44.5% | $178,499-71.7% | $79,852-36.7% |
| Participation rate | 13.6% | 69.2%-55.6pp | 81.9%-68.3pp | 69.6%-56.0pp |
| Annual return | 5.58% | 24.19%-18.6pp | 151.10%-145.5pp | 31.72%-26.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $970 | $3,236-70.0% | $5,202-81.4% | $3,740-74.1% |
| Admin fee / account holder | $30,239 | $6,749+348.1% | $13,986+116.2% | $5,306+469.9% |