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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 | $76,275 | $102,385-25.5% | $147,080-48.1% | $80,935-5.8% |
| Participation rate | 47.1% | 75.9%-28.8pp | 82.2%-35.1pp | 67.7%-20.6pp |
| Annual return | 10.86% | 135.09%-124.2pp | 420.17%-409.3pp | 35.66%-24.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,896 | $6,651-41.4% | $8,066-51.7% | $4,299-9.4% |
| Admin fee / account holder | $630 | $7,951-92.1% | $12,989-95.1% | $6,924-90.9% |