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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 | $53,518 | $110,303-51.5% | $95,759-44.1% | $139,487-61.6% |
| Participation rate | 33.3% | 75.7%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 8.16% | 27.19%-19.0pp | 28.42%-20.3pp | 373.84%-365.7pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,836-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,435 | $4,674-5.1% | $4,244+4.5% | $6,713-33.9% |
| Admin fee / account holder | $252,904 | $6,615+3722.9% | $5,678+4353.9% | $11,407+2117.0% |