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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 | $54,928 | $102,422-46.4% | $147,117-62.7% | $80,959-32.2% |
| Participation rate | 39.3% | 75.9%-36.6pp | 82.2%-42.9pp | 67.7%-28.4pp |
| Annual return | 11.77% | 135.16%-123.4pp | 420.54%-408.8pp | 35.67%-23.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,476 | $6,652+12.4% | $8,065-7.3% | $4,300+73.8% |
| Admin fee / account holder | $3,791 | $7,953-52.3% | $12,993-70.8% | $6,925-45.3% |