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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 | $48,838 | $162,136-69.9% | $152,301-67.9% | $154,746-68.4% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 2.24% | 91.02%-88.8pp | 80.50%-78.3pp | 172.34%-170.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,704 | $8,341-19.6% | $8,004-16.2% | $6,730-0.4% |
| Admin fee / account holder | $48,828 | $15,759+209.8% | $14,398+239.1% | $14,365+239.9% |