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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 | $45,344 | $58,311-22.2% | $81,882-44.6% | $80,959-44.0% |
| Participation rate | 30.0% | 63.5%-33.5pp | 72.4%-42.4pp | 67.7%-37.7pp |
| Annual return | 10.54% | 41.85%-31.3pp | 779.47%-768.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,216 | $3,287-63.0% | $4,323-71.9% | $4,300-71.7% |
| Admin fee / account holder | $2,090 | $4,752-56.0% | $7,360-71.6% | $6,925-69.8% |