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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 | $46,575 | $49,891-6.6% | $80,607-42.2% | $75,181-38.0% |
| Participation rate | 42.9% | 55.3%-12.5pp | 67.0%-24.2pp | 67.2%-24.3pp |
| Annual return | 12.66% | 34.67%-22.0pp | 936.11%-923.4pp | 160.69%-148.0pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,947 | $2,991-34.9% | $4,448-56.2% | $4,126-52.8% |
| Admin fee / account holder | $14,724 | $3,578+311.6% | $5,379+173.7% | $5,650+160.6% |