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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 | $57,692 | $73,978-22.0% | $96,515-40.2% | $75,173-23.3% |
| Participation rate | 35.3% | 66.4%-31.1pp | 74.3%-39.1pp | 67.2%-31.9pp |
| Annual return | 10.71% | 26.72%-16.0pp | 35.73%-25.0pp | 160.72%-150.0pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,360 | $3,660-35.5% | $4,880-51.6% | $4,126-42.8% |
| Admin fee / account holder | $22,160 | $5,219+324.6% | $6,735+229.0% | $5,651+292.2% |