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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 | $55,976 | $58,234-3.9% | $81,783-31.6% | $80,874-30.8% |
| Participation rate | 58.1% | 63.4%-5.3pp | 72.4%-14.2pp | 67.6%-9.5pp |
| Annual return | 10.72% | 41.70%-31.0pp | 775.05%-764.3pp | 35.62%-24.9pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,766 | $3,283+14.7% | $4,320-12.8% | $4,297-12.4% |
| Admin fee / account holder | $3,729 | $4,982-25.1% | $7,380-49.5% | $6,935-46.2% |