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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 | $53,885 | $111,535-51.7% | $105,223-48.8% | $137,256-60.7% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 80.0%-25.4pp |
| Annual return | 5.96% | 237.85%-231.9pp | 180.65%-174.7pp | 220.34%-214.4pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,557 | $5,500-71.7% | $5,072-69.3% | $6,407-75.7% |
| Admin fee / account holder | $3,226 | $9,721-66.8% | $8,859-63.6% | $12,270-73.7% |