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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 | $73,952 | $102,638-27.9% | $81,982-9.8% | $158,982-53.5% |
| Participation rate | 41.7% | 75.5%-33.9pp | 69.3%-27.6pp | 82.0%-40.3pp |
| Annual return | 4.62% | 61.05%-56.4pp | 41.31%-36.7pp | 302.99%-298.4pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,178 | $4,649-74.7% | $3,722-68.3% | $5,983-80.3% |
| Admin fee / account holder | $51,466 | $8,237+524.8% | $5,665+808.5% | $11,252+357.4% |