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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 | $50,352 | $228,395-78.0% | $185,861-72.9% | $158,982-68.3% |
| Participation rate | 18.8% | 82.3%-63.6pp | 78.0%-59.3pp | 82.0%-63.2pp |
| Annual return | 0.75% | 40.82%-40.1pp | 35.96%-35.2pp | 302.99%-302.2pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,460 | $6,417-77.3% | $5,634-74.1% | $5,983-75.6% |
| Admin fee / account holder | $8,784 | $11,869-26.0% | $9,503-7.6% | $11,252-21.9% |