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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 | $86,954 | $101,618-14.4% | $93,063-6.6% | $137,256-36.6% |
| Participation rate | 41.7% | 74.9%-33.3pp | 72.1%-30.4pp | 80.0%-38.3pp |
| Annual return | 10.20% | 223.95%-213.8pp | 34.15%-24.0pp | 220.34%-210.1pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,610 | $4,279-39.0% | $3,958-34.1% | $6,407-59.3% |
| Admin fee / account holder | $16,117 | $6,198+160.0% | $6,033+167.1% | $12,270+31.4% |