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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 | $49,459 | $106,005-53.3% | $92,239-46.4% | $147,585-66.5% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 9.53% | 50.05%-40.5pp | 176.29%-166.8pp | 578.58%-569.1pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,471 | $4,478+111.5% | $3,897+143.0% | $5,439+74.1% |
| Admin fee / account holder | $23,306 | $6,333+268.0% | $5,194+348.7% | $10,886+114.1% |