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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 | $52,250 | $95,415-45.2% | $185,851-71.9% | $85,851-39.1% |
| Participation rate | 14.3% | 68.8%-54.5pp | 81.7%-67.4pp | 69.3%-55.0pp |
| Annual return | 7.92% | 23.59%-15.7pp | 122.11%-114.2pp | 318.63%-310.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,799 | $3,424-47.5% | $5,569-67.7% | $3,952-54.5% |
| Admin fee / account holder | $21,780 | $7,215+201.9% | $16,245+34.1% | $6,261+247.9% |