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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 | $104,664-51.3% | $85,688-40.5% | $167,497-69.6% |
| 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 | 478.62%-472.1pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,760 | $4,824-63.5% | $3,923-55.1% | $6,341-72.3% |
| Admin fee / account holder | $38,860 | $10,032+287.4% | $6,873+465.4% | $12,310+215.7% |