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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 | $37,554 | $85,766-56.2% | $136,298-72.4% | $70,126-46.4% |
| Participation rate | 50.8% | 74.2%-23.3pp | 81.9%-31.1pp | 69.5%-18.7pp |
| Annual return | 12.95% | 31.46%-18.5pp | 5156.27%-5143.3pp | 73.15%-60.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,228 | $5,051-55.9% | $6,247-64.3% | $3,332-33.1% |
| Admin fee / account holder | $1,864 | $5,421-65.6% | $9,244-79.8% | $4,645-59.9% |