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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 | $51,822 | $70,366-26.4% | $66,674-22.3% | $138,895-62.7% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.7%-11.2pp | 79.9%-17.4pp |
| Annual return | 11.00% | 386.41%-375.4pp | 321.24%-310.2pp | 145.39%-134.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,391 | $4,374+23.2% | $4,084+32.0% | $6,396-15.7% |
| Admin fee / account holder | $30,651 | $5,262+482.4% | $5,098+501.2% | $12,562+144.0% |