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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 | $62,874 | $102,422-38.6% | $147,117-57.3% | $80,959-22.3% |
| Participation rate | 43.8% | 75.9%-32.1pp | 82.2%-38.4pp | 67.7%-23.9pp |
| Annual return | 8.48% | 135.16%-126.7pp | 420.54%-412.1pp | 35.67%-27.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,355 | $6,652-49.6% | $8,065-58.4% | $4,300-22.0% |
| Admin fee / account holder | $44,211 | $7,953+455.9% | $12,993+240.3% | $6,925+538.4% |