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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 | $55,077 | $89,259-38.3% | $107,187-48.6% | $82,637-33.4% |
| Participation rate | 46.4% | 67.9%-21.5pp | 75.0%-28.6pp | 68.1%-21.6pp |
| Annual return | 11.47% | 21.02%-9.6pp | 204.55%-193.1pp | 53.51%-42.0pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,561 | $4,037+13.0% | $5,096-10.5% | $4,126+10.5% |
| Admin fee / account holder | $19,405 | $7,381+162.9% | $9,162+111.8% | $7,339+164.4% |