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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 | $39,245 | $53,128-26.1% | $86,582-54.7% | $70,126-44.0% |
| Participation rate | 53.3% | 65.3%-12.0pp | 73.5%-20.2pp | 69.5%-16.2pp |
| Annual return | 8.92% | 27.66%-18.7pp | 965.08%-956.2pp | 73.15%-64.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $980 | $2,695-63.6% | $3,609-72.8% | $3,332-70.6% |
| Admin fee / account holder | $478 | $3,584-86.7% | $4,904-90.2% | $4,645-89.7% |