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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 | $64,964 | $70,366-7.7% | $66,674-2.6% | $138,895-53.2% |
| Participation rate | 47.1% | 76.2%-29.1pp | 73.7%-26.6pp | 79.9%-32.9pp |
| Annual return | 12.25% | 386.41%-374.2pp | 321.24%-309.0pp | 145.39%-133.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,594 | $4,374-63.6% | $4,084-61.0% | $6,396-75.1% |
| Admin fee / account holder | $992 | $5,262-81.1% | $5,098-80.5% | $12,562-92.1% |