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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 | $19,582 | $175,257-88.8% | $149,717-86.9% | $139,456-86.0% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 5.86% | 166.70%-160.8pp | 134.41%-128.5pp | 373.45%-367.6pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,958 | $6,521-39.3% | $5,682-30.3% | $6,711-41.0% |
| Admin fee / account holder | $10,008 | $16,156-38.1% | $13,213-24.3% | $11,407-12.3% |