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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 | $40,277 | $85,766-53.0% | $136,298-70.4% | $70,126-42.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 7.27% | 31.46%-24.2pp | 5156.27%-5149.0pp | 73.15%-65.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,941 | $5,051-41.8% | $6,247-52.9% | $3,332-11.7% |
| Admin fee / account holder | $7,585 | $5,421+39.9% | $9,244-17.9% | $4,645+63.3% |