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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 | $43,065 | $107,368-59.9% | $92,915-53.7% | $152,909-71.8% |
| Participation rate | 53.3% | 79.8%-26.5pp | 76.0%-22.7pp | 82.5%-29.1pp |
| Annual return | 9.12% | 145.64%-136.5pp | 109.45%-100.3pp | 345.46%-336.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,484 | $4,848-48.8% | $4,238-41.4% | $5,851-57.5% |
| Admin fee / account holder | $42,032 | $7,082+493.5% | $5,796+625.2% | $11,601+262.3% |