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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 | $70,430-30.2% | $96,572-49.1% | $85,851-42.8% |
| Participation rate | 20.5% | 61.8%-41.3pp | 69.8%-49.3pp | 69.3%-48.8pp |
| Annual return | 8.65% | 18.58%-9.9pp | 37.79%-29.1pp | 318.63%-310.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,156 | $2,894+78.1% | $3,850+33.9% | $3,952+30.5% |
| Admin fee / account holder | $35,949 | $4,996+619.6% | $6,183+481.4% | $6,261+474.2% |