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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 | $58,899 | $102,422-42.5% | $147,117-60.0% | $80,959-27.2% |
| Participation rate | 23.1% | 75.9%-52.8pp | 82.2%-59.1pp | 67.7%-44.6pp |
| Annual return | 11.37% | 135.16%-123.8pp | 420.54%-409.2pp | 35.67%-24.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,826 | $6,652-57.5% | $8,065-65.0% | $4,300-34.3% |
| Admin fee / account holder | $7,505 | $7,953-5.6% | $12,993-42.2% | $6,925+8.4% |