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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 | $48,852 | $80,763-39.5% | $102,412-52.3% | $74,459-34.4% |
| Participation rate | 32.7% | 65.7%-33.0pp | 74.5%-41.8pp | 67.2%-34.5pp |
| Annual return | 9.99% | 27.57%-17.6pp | 24.94%-14.9pp | 1369.70%-1359.7pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,870-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,812 | $3,862-53.1% | $5,060-64.2% | $4,350-58.3% |
| Admin fee / account holder | $19,921 | $2,371+740.0% | $8,388+137.5% | $1,945+924.3% |