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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 | $42,817 | $75,058-43.0% | $152,301-71.9% | $64,340-33.5% |
| Participation rate | 19.8% | 60.9%-41.1pp | 82.4%-62.6pp | 55.2%-35.4pp |
| Annual return | 12.18% | 29.93%-17.8pp | 80.50%-68.3pp | 24.14%-12.0pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,268 | $5,041-74.9% | $8,004-84.2% | $2,980-57.5% |
| Admin fee / account holder | $6,303 | $4,050+55.6% | $14,398-56.2% | $3,703+70.2% |