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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 | $59,051 | $176,120-66.5% | $159,487-63.0% | $167,553-64.8% |
| Participation rate | 47.1% | 85.0%-37.9pp | 82.8%-35.8pp | 82.1%-35.1pp |
| Annual return | 9.18% | 331.95%-322.8pp | 263.71%-254.5pp | 478.89%-469.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,916 | $7,752-36.6% | $7,354-33.1% | $6,343-22.5% |
| Admin fee / account holder | $8,792 | $12,561-30.0% | $10,804-18.6% | $12,316-28.6% |