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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 | $49,140 | $70,428-30.2% | $96,565-49.1% | $85,854-42.8% |
| Participation rate | 20.5% | 61.8%-41.3pp | 69.8%-49.3pp | 69.3%-48.8pp |
| Annual return | 8.65% | 18.59%-9.9pp | 37.78%-29.1pp | 318.56%-309.9pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,156 | $2,894+78.2% | $3,848+34.0% | $3,952+30.5% |
| Admin fee / account holder | $35,949 | $4,997+619.5% | $6,181+481.6% | $6,260+474.2% |