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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 | $62,201 | $98,766-37.0% | $149,730-58.5% | $79,852-22.1% |
| Participation rate | 42.9% | 75.8%-32.9pp | 82.5%-39.6pp | 69.6%-26.8pp |
| Annual return | 10.88% | 27.43%-16.5pp | 276.70%-265.8pp | 31.72%-20.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,519 | $5,681-38.1% | $6,843-48.6% | $3,740-5.9% |
| Admin fee / account holder | $16,698 | $6,052+175.9% | $9,310+79.4% | $5,306+214.7% |