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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 | $125,184-67.9% | $105,607-61.9% | $145,884-72.4% |
| Participation rate | 64.3% | 77.6%-13.4pp | 75.3%-11.0pp | 80.3%-16.0pp |
| Annual return | 5.57% | 225.00%-219.4pp | 116.11%-110.5pp | 551.85%-546.3pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,273 | $5,714-42.7% | $5,011-34.7% | $6,690-51.1% |
| Admin fee / account holder | $5,404 | $17,133-68.5% | $10,958-50.7% | $13,392-59.6% |