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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 | $32,641 | $72,403-54.9% | $67,524-51.7% | $145,978-77.6% |
| Participation rate | 59.1% | 76.9%-17.8pp | 72.9%-13.8pp | 80.3%-21.2pp |
| Annual return | 8.70% | 7197.23%-7188.5pp | 3519.41%-3510.7pp | 550.52%-541.8pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,220 | $4,782-32.7% | $4,001-19.5% | $6,690-51.9% |
| Admin fee / account holder | $1,471 | $5,541-73.5% | $4,001-63.2% | $13,400-89.0% |