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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 | $62,606 | $78,707-20.5% | $117,861-46.9% | $70,126-10.7% |
| Participation rate | 25.0% | 73.2%-48.2pp | 79.7%-54.7pp | 69.5%-44.5pp |
| Annual return | 10.36% | 23.30%-12.9pp | 335.11%-324.7pp | 73.15%-62.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,498 | $3,297-54.6% | $4,482-66.6% | $3,332-55.1% |
| Admin fee / account holder | $18,034 | $5,066+256.0% | $8,021+124.8% | $4,645+288.2% |