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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 | $48,615 | $53,128-8.5% | $86,582-43.9% | $70,126-30.7% |
| Participation rate | 58.6% | 65.3%-6.7pp | 73.5%-14.9pp | 69.5%-10.9pp |
| Annual return | 9.56% | 27.66%-18.1pp | 965.08%-955.5pp | 73.15%-63.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,737 | $2,695+38.7% | $3,609+3.6% | $3,332+12.2% |
| Admin fee / account holder | $39,754 | $3,584+1009.3% | $4,904+710.6% | $4,645+755.8% |