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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 | $42,424 | $70,366-39.7% | $66,674-36.4% | $138,895-69.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 11.14% | 386.41%-375.3pp | 321.24%-310.1pp | 145.39%-134.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $636 | $4,374-85.5% | $4,084-84.4% | $6,396-90.1% |
| Admin fee / account holder | $7,608 | $5,262+44.6% | $5,098+49.2% | $12,562-39.4% |