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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 | $46,616 | $157,304-70.4% | $141,197-67.0% | $152,909-69.5% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 7.87% | 64.34%-56.5pp | 71.41%-63.5pp | 345.46%-337.6pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,898 | $7,111-17.1% | $6,710-12.1% | $5,851+0.8% |
| Admin fee / account holder | $3,475 | $12,126-71.3% | $10,265-66.1% | $11,601-70.0% |