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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 | $58,275-10.9% | $81,844-36.6% | $80,935-35.9% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.4%-22.4pp | 67.7%-17.7pp |
| Annual return | 7.36% | 41.82%-34.5pp | 778.87%-771.5pp | 35.66%-28.3pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,188 | $3,285-63.8% | $4,323-72.5% | $4,299-72.4% |
| Admin fee / account holder | $5,423 | $4,749+14.2% | $7,355-26.3% | $6,924-21.7% |