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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 | $56,175 | $111,878-49.8% | $93,727-40.1% | $145,897-61.5% |
| Participation rate | 45.0% | 74.2%-29.2pp | 68.7%-23.7pp | 80.3%-35.3pp |
| Annual return | 6.54% | 204.28%-197.7pp | 133.83%-127.3pp | 552.29%-545.7pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,353 | $4,920-52.2% | $4,417-46.7% | $6,689-64.8% |
| Admin fee / account holder | $35,944 | $10,256+250.5% | $8,292+333.5% | $13,390+168.4% |