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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 | $58,291 | $77,908-25.2% | $149,696-61.1% | $75,173-22.5% |
| Participation rate | 39.3% | 65.6%-26.2pp | 78.8%-39.4pp | 67.2%-27.9pp |
| Annual return | 6.05% | 31.73%-25.7pp | 134.46%-128.4pp | 160.72%-154.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,055 | $3,411-69.1% | $5,682-81.4% | $4,126-74.4% |
| Admin fee / account holder | $2,167 | $5,950-63.6% | $13,212-83.6% | $5,651-61.6% |