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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 | $60,431 | $91,179-33.7% | $178,499-66.1% | $79,852-24.3% |
| Participation rate | 10.4% | 69.2%-58.8pp | 81.9%-71.5pp | 69.6%-59.2pp |
| Annual return | 7.56% | 24.19%-16.6pp | 151.10%-143.5pp | 31.72%-24.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,213 | $3,236-62.5% | $5,202-76.7% | $3,740-67.6% |
| Admin fee / account holder | $20,307 | $6,749+200.9% | $13,986+45.2% | $5,306+282.7% |