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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 | $51,780 | $73,518-29.6% | $63,003-17.8% | $147,585-64.9% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.8%-17.7pp | 82.8%-25.7pp |
| Annual return | 6.52% | 175.46%-168.9pp | 87.59%-81.1pp | 578.56%-572.0pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,969 | $4,183-52.9% | $3,329-40.9% | $5,439-63.8% |
| Admin fee / account holder | $8,932 | $5,952+50.1% | $3,600+148.1% | $10,885-17.9% |