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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 | $46,845 | $63,354-26.1% | $94,105-50.2% | $82,637-43.3% |
| Participation rate | 44.4% | 63.8%-19.4pp | 71.9%-27.5pp | 68.1%-23.6pp |
| Annual return | 10.23% | 34.36%-24.1pp | 204.55%-194.3pp | 53.51%-43.3pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,987 | $2,873-30.8% | $3,881-48.8% | $4,126-51.8% |
| Admin fee / account holder | $35,713 | $5,073+604.0% | $6,199+476.1% | $7,339+386.6% |