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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 | $32,655 | $180,749-81.9% | $160,784-79.7% | $137,256-76.2% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | 6.57% | 2234.46%-2227.9pp | 1803.92%-1797.4pp | 220.34%-213.8pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,949 | $6,844-71.5% | $6,293-69.0% | $6,407-69.6% |
| Admin fee / account holder | $10,803 | $10,397+3.9% | $9,717+11.2% | $12,270-12.0% |