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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 | $38,752 | $118,708-67.4% | $98,920-60.8% | $158,982-75.6% |
| Participation rate | 64.7% | 77.8%-13.1pp | 76.0%-11.3pp | 82.0%-17.3pp |
| Annual return | 3.30% | 372.49%-369.2pp | 196.47%-193.2pp | 302.99%-299.7pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,982 | $5,089-61.1% | $4,245-53.3% | $5,983-66.9% |
| Admin fee / account holder | $4,322 | $10,134-57.4% | $6,643-34.9% | $11,252-61.6% |