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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 | $42,618 | $91,179-53.3% | $178,499-76.1% | $79,852-46.6% |
| Participation rate | 46.9% | 69.2%-22.3pp | 81.9%-35.1pp | 69.6%-22.8pp |
| Annual return | 7.79% | 24.19%-16.4pp | 151.10%-143.3pp | 31.72%-23.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,390 | $3,236+159.3% | $5,202+61.3% | $3,740+124.3% |
| Admin fee / account holder | $17,831 | $6,749+164.2% | $13,986+27.5% | $5,306+236.0% |