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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 | $73,546-29.6% | $63,018-17.8% | $147,586-64.9% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.8%-17.7pp | 82.8%-25.7pp |
| Annual return | 6.52% | 175.56%-169.0pp | 87.62%-81.1pp | 578.59%-572.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,969 | $4,185-53.0% | $3,330-40.9% | $5,439-63.8% |
| Admin fee / account holder | $8,932 | $5,956+50.0% | $3,601+148.1% | $10,886-17.9% |