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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 | $43,772 | $100,139-56.3% | $85,187-48.6% | $145,884-70.0% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 2.98% | 84.15%-81.2pp | 66.67%-63.7pp | 551.85%-548.9pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,186 | $5,296+73.5% | $4,525+103.0% | $6,690+37.3% |
| Admin fee / account holder | $17,108 | $7,262+135.6% | $6,162+177.6% | $13,392+27.7% |