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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 | $102,382-38.6% | $147,005-57.2% | $80,874-22.3% |
| Participation rate | 43.8% | 75.8%-32.1pp | 82.2%-38.4pp | 67.6%-23.9pp |
| Annual return | 8.48% | 134.89%-126.4pp | 418.76%-410.3pp | 35.62%-27.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,355 | $6,646-49.5% | $8,070-58.4% | $4,297-21.9% |
| Admin fee / account holder | $44,211 | $7,942+456.7% | $13,006+239.9% | $6,935+537.5% |