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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 | $54,138 | $58,241-7.0% | $81,780-33.8% | $80,911-33.1% |
| Participation rate | 54.4% | 63.4%-9.1pp | 72.4%-18.0pp | 67.6%-13.3pp |
| Annual return | 6.32% | 41.73%-35.4pp | 776.27%-770.0pp | 35.63%-29.3pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,202 | $3,283-2.5% | $4,321-25.9% | $4,297-25.5% |
| Admin fee / account holder | $3,358 | $4,973-32.5% | $7,384-54.5% | $6,935-51.6% |