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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 | $38,681 | $157,276-75.4% | $141,177-72.6% | $152,885-74.7% |
| Participation rate | 52.4% | 84.8%-32.4pp | 82.5%-30.1pp | 82.5%-30.1pp |
| Annual return | 11.73% | 64.33%-52.6pp | 71.40%-59.7pp | 345.39%-333.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,009 | $7,110-57.7% | $6,710-55.2% | $5,851-48.6% |
| Admin fee / account holder | $26,176 | $12,123+115.9% | $10,263+155.0% | $11,598+125.7% |