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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 | $39,109 | $102,429-61.8% | $147,096-73.4% | $80,925-51.7% |
| Participation rate | 53.1% | 75.9%-22.7pp | 82.2%-29.1pp | 67.7%-14.5pp |
| Annual return | 11.78% | 135.02%-123.2pp | 419.75%-408.0pp | 35.65%-23.9pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,056 | $6,649-54.0% | $8,071-62.1% | $4,299-28.9% |
| Admin fee / account holder | $4,520 | $7,957-43.2% | $13,005-65.2% | $6,940-34.9% |