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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 | $50,784 | $51,638-1.7% | $68,368-25.7% | $82,448-38.4% |
| Participation rate | 44.4% | 63.6%-19.2pp | 73.8%-29.3pp | 68.1%-23.6pp |
| Annual return | 9.39% | 37.53%-28.1pp | 292.57%-283.2pp | 41.64%-32.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,940 | $2,914-33.4% | $4,123-53.0% | $4,139-53.1% |
| Admin fee / account holder | $408 | $4,643-91.2% | $5,150-92.1% | $7,234-94.4% |