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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 | $36,746 | $96,691-62.0% | $86,656-57.6% | $139,487-73.7% |
| Participation rate | 40.9% | 74.4%-33.5pp | 71.7%-30.8pp | 80.3%-39.4pp |
| Annual return | 7.56% | 106.87%-99.3pp | 593.09%-585.5pp | 373.84%-366.3pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,247 | $4,838-74.2% | $4,439-71.9% | $6,713-81.4% |
| Admin fee / account holder | $6,826 | $6,414+6.4% | $5,619+21.5% | $11,407-40.2% |