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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 | $53,831 | $114,119-52.8% | $107,187-49.8% | $138,895-61.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 8.50% | 273.21%-264.7pp | 204.55%-196.0pp | 145.39%-136.9pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,882 | $5,538-66.0% | $5,096-63.1% | $6,396-70.6% |
| Admin fee / account holder | $91,698 | $10,024+814.8% | $9,162+900.8% | $12,562+630.0% |