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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 | $44,659 | $57,312-22.1% | $86,617-48.4% | $75,181-40.6% |
| Participation rate | 23.3% | 63.2%-39.9pp | 71.7%-48.4pp | 67.2%-43.9pp |
| Annual return | 7.87% | 2672.78%-2664.9pp | 591.91%-584.0pp | 160.69%-152.8pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,319-100.0% | $4,437-100.0% | $4,126-100.0% |
| Admin fee / account holder | $586 | $4,114-85.8% | $5,613-89.6% | $5,650-89.6% |