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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 | $51,638-11.6% | $129,406-64.7% | $80,959-43.6% |
| Participation rate | 17.9% | 56.9%-39.1pp | 69.6%-51.8pp | 67.7%-49.8pp |
| Annual return | 6.32% | 20.78%-14.5pp | 9468.18%-9461.9pp | 35.67%-29.3pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,324 | $2,670-50.4% | $4,167-68.2% | $4,300-69.2% |
| Admin fee / account holder | $431 | $4,313-90.0% | $7,689-94.4% | $6,925-93.8% |