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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 | $40,232 | $126,519-68.2% | $106,201-62.1% | $145,959-72.4% |
| Participation rate | 64.3% | 77.7%-13.4pp | 75.3%-11.0pp | 80.3%-16.0pp |
| Annual return | 5.57% | 225.10%-219.5pp | 116.26%-110.7pp | 561.95%-556.4pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,273 | $5,716-42.7% | $5,012-34.7% | $6,689-51.1% |
| Admin fee / account holder | $5,404 | $17,312-68.8% | $11,039-51.0% | $13,398-59.7% |