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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 | $63,561 | $79,449-20.0% | $189,558-66.5% | $85,856-26.0% |
| Participation rate | 50.0% | 66.0%-16.0pp | 78.5%-28.5pp | 69.3%-19.3pp |
| Annual return | 9.65% | 18.45%-8.8pp | 64.19%-54.5pp | 318.58%-308.9pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,089 | $4,051-48.4% | $6,174-66.2% | $3,952-47.1% |
| Admin fee / account holder | $3,932 | $5,377-26.9% | $9,809-59.9% | $6,261-37.2% |