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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 | $76,018 | $102,429-25.8% | $147,096-48.3% | $80,925-6.1% |
| Participation rate | 37.8% | 75.9%-38.1pp | 82.2%-44.4pp | 67.7%-29.9pp |
| Annual return | 10.76% | 135.02%-124.3pp | 419.75%-409.0pp | 35.65%-24.9pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,430 | $6,649-48.4% | $8,071-57.5% | $4,299-20.2% |
| Admin fee / account holder | $36,585 | $7,957+359.8% | $13,005+181.3% | $6,940+427.2% |