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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 | $46,020 | $49,199-6.5% | $121,204-62.0% | $75,173-38.8% |
| Participation rate | 29.0% | 55.4%-26.4pp | 69.5%-40.5pp | 67.2%-38.2pp |
| Annual return | 13.60% | 56.04%-42.4pp | 987.18%-973.6pp | 160.72%-147.1pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,788 | $2,630+6.0% | $4,083-31.7% | $4,126-32.4% |
| Admin fee / account holder | $4,405 | $3,946+11.6% | $5,651-22.0% | $5,651-22.0% |