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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 | $58,185 | $96,731-39.8% | $123,973-53.1% | $86,983-33.1% |
| Participation rate | 29.3% | 70.0%-40.7pp | 76.7%-47.3pp | 69.5%-40.2pp |
| Annual return | 5.39% | 17.33%-11.9pp | 388.13%-382.7pp | 25.83%-20.4pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,949 | $4,152-53.1% | $5,247-62.9% | $4,194-53.5% |
| Admin fee / account holder | $4,276 | $8,722-51.0% | $11,799-63.8% | $7,856-45.6% |