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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 | $29,866 | $77,449-61.4% | $69,483-57.0% | $152,909-80.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.5%-32.5pp |
| Annual return | 3.72% | 39.09%-35.4pp | 28.99%-25.3pp | 345.46%-341.7pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,483 | $4,415-66.4% | $3,537-58.1% | $5,851-74.7% |
| Admin fee / account holder | $9,758 | $6,210+57.1% | $3,841+154.0% | $11,601-15.9% |