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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 | $166,089-81.5% | $164,928-81.4% | $145,978-78.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 6.97% | 100.26%-93.3pp | 70.08%-63.1pp | 550.52%-543.5pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,260 | $6,961-67.5% | $6,034-62.5% | $6,690-66.2% |
| Admin fee / account holder | $1,597 | $16,641-90.4% | $12,684-87.4% | $13,400-88.1% |