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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 | $38,717 | $165,381-76.6% | $149,730-74.1% | $158,966-75.6% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 4.73% | 348.29%-343.6pp | 276.70%-272.0pp | 302.95%-298.2pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,402 | $7,182-52.6% | $6,843-50.3% | $5,983-43.1% |
| Admin fee / account holder | $13,614 | $10,809+25.9% | $9,310+46.2% | $11,250+21.0% |