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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 | $31,227 | $100,203-68.8% | $85,240-63.4% | $145,897-78.6% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 7.16% | 84.28%-77.1pp | 66.75%-59.6pp | 552.29%-545.1pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,761 | $5,299-29.0% | $4,527-16.9% | $6,689-43.8% |
| Admin fee / account holder | $3,433 | $7,265-52.8% | $6,165-44.3% | $13,390-74.4% |