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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 | $56,848 | $77,638-26.8% | $156,551-63.7% | $62,881-9.6% |
| Participation rate | 19.0% | 71.2%-52.2pp | 84.0%-65.0pp | 69.3%-50.3pp |
| Annual return | 2.62% | 50.33%-47.7pp | 32.23%-29.6pp | 20.14%-17.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,014 | $3,046-66.7% | $4,871-79.2% | $3,203-68.3% |
| Admin fee / account holder | $13,171 | $5,561+136.8% | $13,028+1.1% | $4,296+206.6% |