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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 | $52,774 | $63,346-16.7% | $92,240-42.8% | $70,126-24.7% |
| Participation rate | 46.2% | 68.7%-22.5pp | 76.5%-30.3pp | 69.5%-23.4pp |
| Annual return | 7.67% | 530.19%-522.5pp | 176.29%-168.6pp | 73.15%-65.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,483 | $2,854-48.0% | $3,897-61.9% | $3,332-55.5% |
| Admin fee / account holder | $7,695 | $3,841+100.4% | $5,194+48.2% | $4,645+65.7% |