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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 | $47,764 | $160,040-70.2% | $147,096-67.5% | $145,877-67.3% |
| Participation rate | 35.3% | 84.0%-48.7pp | 82.2%-46.9pp | 80.3%-45.0pp |
| Annual return | 2.49% | 98.49%-96.0pp | 419.75%-417.3pp | 551.28%-548.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,721 | $8,429-44.0% | $8,071-41.5% | $6,691-29.4% |
| Admin fee / account holder | $54,518 | $15,050+262.3% | $13,005+319.2% | $13,402+306.8% |