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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 | $56,271 | $58,828-4.3% | $78,002-27.9% | $62,881-10.5% |
| Participation rate | 58.1% | 71.1%-13.0pp | 75.5%-17.5pp | 69.3%-11.2pp |
| Annual return | 3.19% | 17.16%-14.0pp | 425.99%-422.8pp | 20.14%-17.0pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,197 | $2,686+93.5% | $3,497+48.6% | $3,203+62.3% |
| Admin fee / account holder | $9,328 | $4,393+112.3% | $5,481+70.2% | $4,296+117.1% |