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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 | $49,673 | $61,356-19.0% | $149,696-66.8% | $71,511-30.5% |
| Participation rate | 44.9% | 62.5%-17.6pp | 78.8%-33.9pp | 67.9%-23.0pp |
| Annual return | 9.73% | 35.86%-26.1pp | 134.46%-124.7pp | 28.86%-19.1pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,913 | $2,920-34.5% | $5,682-66.3% | $4,291-55.4% |
| Admin fee / account holder | $9,401 | $1,263+644.2% | $13,212-28.8% | $1,588+491.8% |