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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 | $28,140 | $111,785-74.8% | $93,669-70.0% | $145,877-80.7% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 6.46% | 203.79%-197.3pp | 133.59%-127.1pp | 551.28%-544.8pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,357 | $4,919-31.8% | $4,416-24.0% | $6,691-49.8% |
| Admin fee / account holder | $10,102 | $10,256-1.5% | $8,291+21.8% | $13,402-24.6% |