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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 | $130,286 | $156,927-17.0% | $121,169+7.5% | $139,456-6.6% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 4.10% | 1475.85%-1471.7pp | 986.71%-982.6pp | 373.45%-369.4pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,600 | $4,848-67.0% | $4,083-60.8% | $6,711-76.2% |
| Admin fee / account holder | $1,816 | $6,946-73.9% | $5,645-67.8% | $11,407-84.1% |