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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 | $46,209 | $85,766-46.1% | $136,298-66.1% | $70,126-34.1% |
| Participation rate | 57.5% | 74.2%-16.7pp | 81.9%-24.4pp | 69.5%-12.0pp |
| Annual return | 13.37% | 31.46%-18.1pp | 5156.27%-5142.9pp | 73.15%-59.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,336 | $5,051-53.8% | $6,247-62.6% | $3,332-29.9% |
| Admin fee / account holder | $15,413 | $5,421+184.3% | $9,244+66.7% | $4,645+231.8% |