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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 | $51,722 | $124,330-58.4% | $109,173-52.6% | $167,536-69.1% |
| Participation rate | 50.0% | 79.5%-29.5pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 8.86% | 26.04%-17.2pp | 25.75%-16.9pp | 478.82%-470.0pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,842 | $5,256-65.0% | $4,654-60.4% | $6,342-71.0% |
| Admin fee / account holder | $56,051 | $7,974+602.9% | $6,755+729.8% | $12,315+355.2% |