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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 | $42,260 | $102,696-58.8% | $86,235-51.0% | $139,487-69.7% |
| Participation rate | 44.4% | 74.5%-30.1pp | 69.0%-24.5pp | 80.3%-35.9pp |
| Annual return | 6.55% | 1925.91%-1919.4pp | 1170.03%-1163.5pp | 373.84%-367.3pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,353 | $4,679-71.1% | $3,987-66.1% | $6,713-79.9% |
| Admin fee / account holder | $3,988 | $8,667-54.0% | $6,856-41.8% | $11,407-65.0% |