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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 | $49,771 | $129,737-61.6% | $119,126-58.2% | $154,746-67.8% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 8.91% | 379.08%-370.2pp | 282.11%-273.2pp | 172.34%-163.4pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,395 | $5,842-59.0% | $5,318-55.0% | $6,730-64.4% |
| Admin fee / account holder | $676 | $11,961-94.4% | $10,693-93.7% | $14,365-95.3% |