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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 | $50,075 | $99,017-49.4% | $86,587-42.2% | $147,585-66.1% |
| Participation rate | 57.9% | 76.3%-18.4pp | 73.5%-15.7pp | 82.8%-24.9pp |
| Annual return | 7.82% | 1312.37%-1304.6pp | 964.86%-957.0pp | 578.56%-570.7pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,257 | $3,972-68.4% | $3,609-65.2% | $5,439-76.9% |
| Admin fee / account holder | $1,512 | $5,710-73.5% | $4,906-69.2% | $10,885-86.1% |