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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 | $48,967 | $85,766-42.9% | $136,297-64.1% | $70,124-30.2% |
| Participation rate | 36.6% | 74.2%-37.6pp | 81.9%-45.3pp | 69.5%-33.0pp |
| Annual return | 12.76% | 31.45%-18.7pp | 5156.19%-5143.4pp | 73.14%-60.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,602 | $5,051-28.7% | $6,247-42.3% | $3,332+8.1% |
| Admin fee / account holder | $8,238 | $5,420+52.0% | $9,244-10.9% | $4,645+77.3% |