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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 | $78,676 | $102,393-23.2% | $147,041-46.5% | $80,911-2.8% |
| Participation rate | 35.7% | 75.9%-40.1pp | 82.2%-46.5pp | 67.6%-31.9pp |
| Annual return | 6.55% | 134.95%-128.4pp | 419.21%-412.7pp | 35.63%-29.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,546 | $6,647-46.7% | $8,071-56.1% | $4,297-17.5% |
| Admin fee / account holder | $17,869 | $7,943+125.0% | $13,006+37.4% | $6,935+157.7% |