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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 | $58,678 | $104,251-43.7% | $91,004-35.5% | $147,586-60.2% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 8.50% | 27.06%-18.6pp | 4.60%+3.9pp | 578.59%-570.1pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,178 | $4,195-48.1% | $3,548-38.6% | $5,439-60.0% |
| Admin fee / account holder | $2,569 | $8,948-71.3% | $5,417-52.6% | $10,886-76.4% |