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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 | $39,932 | $63,346-37.0% | $92,240-56.7% | $70,126-43.1% |
| Participation rate | 62.1% | 68.7%-6.6pp | 76.5%-14.4pp | 69.5%-7.5pp |
| Annual return | 10.02% | 530.19%-520.2pp | 176.29%-166.3pp | 73.15%-63.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,795 | $2,854+33.0% | $3,897-2.6% | $3,332+13.9% |
| Admin fee / account holder | $2,286 | $3,841-40.5% | $5,194-56.0% | $4,645-50.8% |