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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 | $51,641 | $58,311-11.4% | $81,882-36.9% | $80,959-36.2% |
| Participation rate | 32.1% | 63.5%-31.4pp | 72.4%-40.3pp | 67.7%-35.6pp |
| Annual return | 4.99% | 41.85%-36.9pp | 779.47%-774.5pp | 35.67%-30.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,820 | $3,287-44.6% | $4,323-57.9% | $4,300-57.7% |
| Admin fee / account holder | $2,915 | $4,752-38.7% | $7,360-60.4% | $6,925-57.9% |