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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 | $32,181 | $132,099-75.6% | $115,599-72.2% | $138,895-76.8% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.3%-17.1pp | 79.9%-22.8pp |
| Annual return | 6.68% | 176.76%-170.1pp | 111.10%-104.4pp | 145.39%-138.7pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,722 | $5,617+37.5% | $4,889+57.9% | $6,396+20.7% |
| Admin fee / account holder | $36,928 | $15,650+136.0% | $12,841+187.6% | $12,562+194.0% |