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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 | $59,793 | $89,259-33.0% | $107,187-44.2% | $82,637-27.6% |
| Participation rate | 45.0% | 67.9%-22.9pp | 75.0%-30.0pp | 68.1%-23.1pp |
| Annual return | 12.61% | 21.02%-8.4pp | 204.55%-191.9pp | 53.51%-40.9pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,097 | $4,037-48.0% | $5,096-58.8% | $4,126-49.2% |
| Admin fee / account holder | $11,592 | $7,381+57.0% | $9,162+26.5% | $7,339+57.9% |