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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 | $68,461 | $144,130-52.5% | $117,861-41.9% | $147,586-53.6% |
| Participation rate | 30.0% | 83.4%-53.4pp | 79.7%-49.7pp | 82.8%-52.8pp |
| Annual return | 5.75% | 531.20%-525.5pp | 335.11%-329.4pp | 578.59%-572.8pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,277 | $5,316-57.2% | $4,482-49.2% | $5,439-58.1% |
| Admin fee / account holder | $2,587 | $10,887-76.2% | $8,021-67.7% | $10,886-76.2% |