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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 | $40,926 | $102,422-60.0% | $147,117-72.2% | $80,959-49.4% |
| Participation rate | 28.1% | 75.9%-47.7pp | 82.2%-54.1pp | 67.7%-39.5pp |
| Annual return | 6.95% | 135.16%-128.2pp | 420.54%-413.6pp | 35.67%-28.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,217 | $6,652-21.6% | $8,065-35.3% | $4,300+21.3% |
| Admin fee / account holder | $9,928 | $7,953+24.8% | $12,993-23.6% | $6,925+43.4% |