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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 | $44,782 | $51,642-13.3% | $129,384-65.4% | $80,935-44.7% |
| Participation rate | 40.0% | 56.9%-16.9pp | 69.6%-29.6pp | 67.7%-27.7pp |
| Annual return | 9.04% | 20.78%-11.7pp | 9461.77%-9452.7pp | 35.66%-26.6pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,343 | $2,670-12.2% | $4,166-43.8% | $4,299-45.5% |
| Admin fee / account holder | $2,211 | $4,312-48.7% | $7,686-71.2% | $6,924-68.1% |