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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 | $79,573 | $118,695-33.0% | $98,916-19.6% | $158,950-49.9% |
| Participation rate | 52.4% | 77.8%-25.4pp | 76.0%-23.6pp | 82.0%-29.6pp |
| Annual return | 2.48% | 372.39%-369.9pp | 196.45%-194.0pp | 302.91%-300.4pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,194 | $5,088-17.6% | $4,245-1.2% | $5,983-29.9% |
| Admin fee / account holder | $9,082 | $10,132-10.4% | $6,642+36.7% | $11,248-19.3% |