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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 | $64,069 | $91,086-29.7% | $203,872-68.6% | $86,983-26.3% |
| Participation rate | 50.0% | 65.8%-15.8pp | 77.8%-27.8pp | 69.5%-19.5pp |
| Annual return | 9.68% | 22.30%-12.6pp | 85.11%-75.4pp | 25.83%-16.2pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,524 | $4,019-37.2% | $6,388-60.5% | $4,194-39.8% |
| Admin fee / account holder | $13,675 | $8,987+52.2% | $11,730+16.6% | $7,856+74.1% |