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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 | $40,830 | $63,342-35.5% | $92,236-55.7% | $70,131-41.8% |
| Participation rate | 60.3% | 68.7%-8.3pp | 76.5%-16.1pp | 69.5%-9.2pp |
| Annual return | 8.73% | 530.15%-521.4pp | 176.29%-167.6pp | 73.14%-64.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,518 | $2,854-11.8% | $3,897-35.4% | $3,332-24.4% |
| Admin fee / account holder | $4,827 | $3,840+25.7% | $5,194-7.1% | $4,645+3.9% |