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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 | $50,784 | $61,125-16.9% | $94,057-46.0% | $87,485-42.0% |
| Participation rate | 44.4% | 64.1%-19.6pp | 73.3%-28.9pp | 68.9%-24.5pp |
| Annual return | 9.39% | 35.20%-25.8pp | 480.62%-471.2pp | 26.06%-16.7pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,940 | $3,260-40.5% | $4,709-58.8% | $4,274-54.6% |
| Admin fee / account holder | $408 | $5,629-92.8% | $7,244-94.4% | $7,775-94.8% |