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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 | $30,752 | $166,242-81.5% | $165,071-81.4% | $145,884-78.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 6.97% | 100.44%-93.5pp | 70.17%-63.2pp | 551.85%-544.9pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,260 | $6,964-67.6% | $6,035-62.6% | $6,690-66.2% |
| Admin fee / account holder | $1,597 | $16,658-90.4% | $12,695-87.4% | $13,392-88.1% |