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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 | $33,412 | $63,861-47.7% | $104,639-68.1% | $79,856-58.2% |
| Participation rate | 51.8% | 64.9%-13.1pp | 74.1%-22.3pp | 69.6%-17.9pp |
| Annual return | 6.18% | 21.30%-15.1pp | 340.67%-334.5pp | 31.71%-25.5pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,453 | $2,693-46.1% | $3,738-61.1% | $3,741-61.2% |
| Admin fee / account holder | $13,353 | $4,185+219.1% | $6,465+106.5% | $5,306+151.6% |