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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 | $41,226 | $124,336-66.8% | $111,303-63.0% | $167,518-75.4% |
| Participation rate | 61.5% | 79.6%-18.1pp | 77.3%-15.8pp | 82.1%-20.6pp |
| Annual return | 3.76% | 37.45%-33.7pp | 54.66%-50.9pp | 478.71%-474.9pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,318 | $5,181-55.3% | $4,487-48.3% | $6,342-63.5% |
| Admin fee / account holder | $6,969 | $10,623-34.4% | $7,966-12.5% | $12,312-43.4% |