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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 | $37,859 | $90,397-58.1% | $76,002-50.2% | $145,959-74.1% |
| Participation rate | 45.5% | 74.5%-29.0pp | 69.1%-23.6pp | 80.3%-34.8pp |
| Annual return | 7.43% | 621.97%-614.5pp | 360.07%-352.6pp | 561.95%-554.5pp |
| Employer contribution / active EE | $0 | $3,317-100.0% | $2,688-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,103 | $5,163-59.3% | $4,257-50.6% | $6,689-68.6% |
| Admin fee / account holder | $20,507 | $8,369+145.0% | $6,414+219.7% | $13,398+53.1% |