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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 | $51,914 | $58,311-11.0% | $81,882-36.6% | $80,959-35.9% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.4%-22.4pp | 67.7%-17.7pp |
| Annual return | 7.36% | 41.85%-34.5pp | 779.47%-772.1pp | 35.67%-28.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,188 | $3,287-63.9% | $4,323-72.5% | $4,300-72.4% |
| Admin fee / account holder | $5,423 | $4,752+14.1% | $7,360-26.3% | $6,925-21.7% |