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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 | $58,504 | $110,379-47.0% | $102,412-42.9% | $145,884-59.9% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 6.38% | 24.84%-18.5pp | 24.94%-18.6pp | 551.85%-545.5pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,731 | $5,622-51.4% | $5,060-46.0% | $6,690-59.2% |
| Admin fee / account holder | $43,928 | $9,745+350.8% | $8,388+423.7% | $13,392+228.0% |