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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 | $58,258-4.7% | $81,820-32.1% | $80,925-31.4% |
| Participation rate | 48.0% | 63.5%-15.5pp | 72.4%-24.4pp | 67.7%-19.7pp |
| Annual return | 10.26% | 41.76%-31.5pp | 777.93%-767.7pp | 35.65%-25.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,507 | $3,284-23.6% | $4,323-42.0% | $4,299-41.7% |
| Admin fee / account holder | $4,951 | $4,976-0.5% | $7,391-33.0% | $6,940-28.7% |