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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 | $53,949 | $72,269-25.4% | $101,271-46.7% | $79,852-32.4% |
| Participation rate | 25.0% | 68.5%-43.5pp | 75.8%-50.8pp | 69.6%-44.6pp |
| Annual return | 4.44% | 22.29%-17.9pp | 46.48%-42.0pp | 31.72%-27.3pp |
| Employer contribution / active EE | $1,090 | $2,692-59.5% | $3,660-70.2% | $2,471-55.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $28,263 | $4,401+542.2% | $5,948+375.2% | $5,306+432.6% |