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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 | $68,123 | $93,182-26.9% | $146,643-53.5% | $79,391-14.2% |
| Participation rate | 36.8% | 76.4%-39.6pp | 80.1%-43.3pp | 70.7%-33.9pp |
| Annual return | 9.52% | 21.61%-12.1pp | 22.75%-13.2pp | 116.88%-107.4pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,137-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,352 | $4,169-43.6% | $5,506-57.3% | $4,046-41.9% |
| Admin fee / account holder | $24,915 | $585+4158.8% | $10,280+142.4% | $627+3876.8% |