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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 | $48,620 | $84,236-42.3% | $170,435-71.5% | $70,126-30.7% |
| Participation rate | 28.6% | 70.8%-42.3pp | 83.6%-55.0pp | 69.5%-41.0pp |
| Annual return | 9.92% | 23.06%-13.1pp | 205.94%-196.0pp | 73.15%-63.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,245 | $3,086-27.3% | $4,939-54.6% | $3,332-32.6% |
| Admin fee / account holder | $520 | $5,698-90.9% | $13,881-96.3% | $4,645-88.8% |