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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 | $56,221 | $73,978-24.0% | $96,515-41.7% | $75,173-25.2% |
| Participation rate | 56.9% | 66.4%-9.6pp | 74.3%-17.5pp | 67.2%-10.3pp |
| Annual return | 10.84% | 26.72%-15.9pp | 35.73%-24.9pp | 160.72%-149.9pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,524 | $3,660-58.4% | $4,880-68.8% | $4,126-63.1% |
| Admin fee / account holder | $17,986 | $5,219+244.7% | $6,735+167.0% | $5,651+218.3% |