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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 | $30,852 | $70,684-56.4% | $169,390-81.8% | $75,173-59.0% |
| Participation rate | 51.7% | 64.8%-13.1pp | 77.2%-25.5pp | 67.2%-15.5pp |
| Annual return | 9.09% | 36.38%-27.3pp | 406.07%-397.0pp | 160.72%-151.6pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,486 | $4,310-42.3% | $6,222-60.0% | $4,126-39.7% |
| Admin fee / account holder | $9,276 | $5,404+71.7% | $9,015+2.9% | $5,651+64.2% |