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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 | $42,302 | $166,089-74.5% | $164,928-74.4% | $145,978-71.0% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 2.38% | 100.26%-97.9pp | 70.08%-67.7pp | 550.52%-548.1pp |
| Employer contribution / active EE | $2,761 | $5,276-47.7% | $4,343-36.4% | $4,662-40.8% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,720 | $16,641-65.6% | $12,684-54.9% | $13,400-57.3% |