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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 | $88,710-49.9% | $81,783-45.6% | $145,959-69.5% |
| Participation rate | 65.2% | 75.0%-9.8pp | 72.4%-7.1pp | 80.3%-15.1pp |
| Annual return | 7.18% | 1027.26%-1020.1pp | 775.05%-767.9pp | 561.95%-554.8pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $691 | $4,645-85.1% | $4,320-84.0% | $6,689-89.7% |
| Admin fee / account holder | $4,464 | $8,407-46.9% | $7,380-39.5% | $13,398-66.7% |