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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 | $55,544 | $58,234-4.6% | $81,783-32.1% | $80,874-31.3% |
| Participation rate | 48.0% | 63.4%-15.4pp | 72.4%-24.4pp | 67.6%-19.6pp |
| Annual return | 10.26% | 41.70%-31.4pp | 775.05%-764.8pp | 35.62%-25.4pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,507 | $3,283-23.6% | $4,320-42.0% | $4,297-41.7% |
| Admin fee / account holder | $4,951 | $4,982-0.6% | $7,380-32.9% | $6,935-28.6% |