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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 | $90,870 | $127,273-28.6% | $109,895-17.3% | $167,518-45.8% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.2%-17.1pp | 82.1%-25.0pp |
| Annual return | 7.55% | 22.97%-15.4pp | 29.46%-21.9pp | 478.71%-471.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,843-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,030 | $4,515-77.2% | $4,049-74.6% | $6,342-83.8% |
| Admin fee / account holder | $45,037 | $7,117+532.9% | $6,067+642.3% | $12,312+265.8% |