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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 | $39,628 | $132,099-70.0% | $115,599-65.7% | $138,895-71.5% |
| Participation rate | 56.5% | 77.9%-21.3pp | 74.3%-17.8pp | 79.9%-23.4pp |
| Annual return | 7.43% | 176.76%-169.3pp | 111.10%-103.7pp | 145.39%-138.0pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,473 | $5,617-56.0% | $4,889-49.4% | $6,396-61.3% |
| Admin fee / account holder | $4,270 | $15,650-72.7% | $12,841-66.7% | $12,562-66.0% |