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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 | $45,682 | $70,684-35.4% | $169,390-73.0% | $75,173-39.2% |
| Participation rate | 28.6% | 64.8%-36.2pp | 77.2%-48.6pp | 67.2%-38.6pp |
| Annual return | 13.40% | 36.38%-23.0pp | 406.07%-392.7pp | 160.72%-147.3pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,093 | $4,310-28.2% | $6,222-50.3% | $4,126-25.0% |
| Admin fee / account holder | $15,715 | $5,404+190.8% | $9,015+74.3% | $5,651+178.1% |