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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 | $43,504 | $102,385-57.5% | $147,080-70.4% | $80,935-46.2% |
| Participation rate | 57.7% | 75.9%-18.2pp | 82.2%-24.5pp | 67.7%-10.0pp |
| Annual return | 9.49% | 135.09%-125.6pp | 420.17%-410.7pp | 35.66%-26.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,328 | $6,651-50.0% | $8,066-58.7% | $4,299-22.6% |
| Admin fee / account holder | $11,867 | $7,951+49.2% | $12,989-8.6% | $6,924+71.4% |