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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 | $51,059 | $84,236-39.4% | $170,435-70.0% | $70,126-27.2% |
| Participation rate | 37.0% | 70.8%-33.8pp | 83.6%-46.6pp | 69.5%-32.5pp |
| Annual return | 8.25% | 23.06%-14.8pp | 205.94%-197.7pp | 73.15%-64.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,657 | $3,086+18.5% | $4,939-26.0% | $3,332+9.8% |
| Admin fee / account holder | $44,779 | $5,698+685.8% | $13,881+222.6% | $4,645+863.9% |