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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 | $53,635 | $63,346-15.3% | $92,239-41.9% | $70,124-23.5% |
| Participation rate | 57.4% | 68.7%-11.3pp | 76.5%-19.1pp | 69.5%-12.2pp |
| Annual return | 8.37% | 530.19%-521.8pp | 176.29%-167.9pp | 73.14%-64.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,512 | $2,854-47.0% | $3,897-61.2% | $3,332-54.6% |
| Admin fee / account holder | $14,281 | $3,841+271.8% | $5,194+175.0% | $4,645+207.4% |