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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 | $52,050 | $84,236-38.2% | $170,435-69.5% | $70,126-25.8% |
| Participation rate | 10.5% | 70.8%-60.3pp | 83.6%-73.1pp | 69.5%-59.0pp |
| Annual return | 11.44% | 23.06%-11.6pp | 205.94%-194.5pp | 73.15%-61.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,057 | $3,086-65.7% | $4,939-78.6% | $3,332-68.3% |
| Admin fee / account holder | $718 | $5,698-87.4% | $13,881-94.8% | $4,645-84.6% |