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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 | $76,642-44.1% | $146,866-70.8% | $65,306-34.4% |
| Participation rate | 19.8% | 61.2%-41.4pp | 82.5%-62.7pp | 57.7%-37.9pp |
| Annual return | 12.18% | 33.40%-21.2pp | 102.85%-90.7pp | 21.94%-9.8pp |
| Employer contribution / active EE | $0 | $2,621-100.0% | $4,425-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,268 | $4,864-73.9% | $7,759-83.7% | $2,959-57.2% |
| Admin fee / account holder | $6,303 | $3,960+59.2% | $13,620-53.7% | $3,480+81.1% |