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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 | $44,459 | $88,815-49.9% | $81,882-45.7% | $145,897-69.5% |
| Participation rate | 65.2% | 75.1%-9.9pp | 72.4%-7.2pp | 80.3%-15.1pp |
| Annual return | 7.18% | 1033.75%-1026.6pp | 779.47%-772.3pp | 552.29%-545.1pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $691 | $4,647-85.1% | $4,323-84.0% | $6,689-89.7% |
| Admin fee / account holder | $4,464 | $8,434-47.1% | $7,360-39.4% | $13,390-66.7% |