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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 | $57,655 | $102,422-43.7% | $147,117-60.8% | $80,959-28.8% |
| Participation rate | 29.7% | 75.9%-46.2pp | 82.2%-52.5pp | 67.7%-38.0pp |
| Annual return | 11.77% | 135.16%-123.4pp | 420.54%-408.8pp | 35.67%-23.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,702 | $6,652-59.4% | $8,065-66.5% | $4,300-37.2% |
| Admin fee / account holder | $21,576 | $7,953+171.3% | $12,993+66.1% | $6,925+211.5% |