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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 | $50,992 | $104,709-51.3% | $85,705-40.5% | $167,553-69.6% |
| Participation rate | 31.3% | 76.4%-45.1pp | 69.9%-38.6pp | 82.1%-50.9pp |
| Annual return | 6.55% | 21.45%-14.9pp | 21.49%-14.9pp | 478.89%-472.3pp |
| Employer contribution / active EE | $0 | $3,338-100.0% | $2,619-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,760 | $4,827-63.5% | $3,924-55.2% | $6,343-72.3% |
| Admin fee / account holder | $38,860 | $10,036+287.2% | $6,877+465.1% | $12,316+215.5% |