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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 | $45,664 | $51,631-11.6% | $129,397-64.7% | $80,925-43.6% |
| Participation rate | 17.9% | 56.9%-39.1pp | 69.6%-51.8pp | 67.7%-49.8pp |
| Annual return | 6.32% | 20.77%-14.5pp | 9453.98%-9447.7pp | 35.65%-29.3pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,324 | $2,670-50.4% | $4,167-68.2% | $4,299-69.2% |
| Admin fee / account holder | $431 | $4,309-90.0% | $7,679-94.4% | $6,940-93.8% |