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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 | $67,179 | $149,040-54.9% | $120,225-44.1% | $137,256-51.1% |
| Participation rate | 44.4% | 75.4%-31.0pp | 69.6%-25.1pp | 80.0%-35.5pp |
| Annual return | 10.06% | 605.68%-595.6pp | 439.23%-429.2pp | 220.34%-210.3pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,601 | $4,655-44.1% | $3,999-34.9% | $6,407-59.4% |
| Admin fee / account holder | $3,012 | $6,348-52.5% | $5,696-47.1% | $12,270-75.5% |