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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 | $47,897 | $211,239-77.3% | $178,528-73.2% | $145,877-67.2% |
| Participation rate | 55.6% | 80.8%-25.2pp | 77.1%-21.5pp | 80.3%-24.7pp |
| Annual return | 7.19% | 30.22%-23.0pp | 27.11%-19.9pp | 551.28%-544.1pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,723 | $6,963-60.9% | $6,278-56.6% | $6,691-59.3% |
| Admin fee / account holder | $393 | $12,095-96.8% | $10,419-96.2% | $13,402-97.1% |