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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 | $31,070 | $124,351-75.0% | $109,188-71.5% | $167,553-81.5% |
| Participation rate | 55.6% | 79.4%-23.9pp | 75.9%-20.3pp | 82.1%-26.6pp |
| Annual return | 9.06% | 26.04%-17.0pp | 25.76%-16.7pp | 478.89%-469.8pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,893 | $5,257-45.0% | $4,654-37.8% | $6,343-54.4% |
| Admin fee / account holder | $11,162 | $7,975+40.0% | $6,755+65.2% | $12,316-9.4% |