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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 | $26,503 | $108,911-75.7% | $100,392-73.6% | $145,884-81.8% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 6.77% | 58.23%-51.5pp | 49.45%-42.7pp | 551.85%-545.1pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,893 | $8,459-42.2% | $8,090-39.5% | $6,690-26.9% |
| Admin fee / account holder | $14,866 | $9,698+53.3% | $7,904+88.1% | $13,392+11.0% |