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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 | $56,259 | $115,814-51.4% | $101,275-44.4% | $158,982-64.6% |
| Participation rate | 44.4% | 79.4%-34.9pp | 75.8%-31.4pp | 82.0%-37.5pp |
| Annual return | 6.91% | 56.16%-49.2pp | 46.48%-39.6pp | 302.99%-296.1pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,402 | $4,958-51.5% | $4,371-45.0% | $5,983-59.9% |
| Admin fee / account holder | $62,971 | $7,249+768.7% | $5,948+958.7% | $11,252+459.7% |