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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 | $55,234 | $110,212-49.9% | $96,534-42.8% | $139,466-60.4% |
| Participation rate | 11.8% | 78.1%-66.4pp | 76.0%-64.2pp | 80.3%-68.6pp |
| Annual return | 2.58% | 26.42%-23.8pp | 25.88%-23.3pp | 373.66%-371.1pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,752 | $5,547-68.4% | $4,851-63.9% | $6,712-73.9% |
| Admin fee / account holder | $691 | $11,599-94.0% | $8,253-91.6% | $11,409-93.9% |