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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 | $36,468 | $100,895-63.9% | $90,430-59.7% | $158,950-77.1% |
| Participation rate | 52.9% | 75.0%-22.1pp | 72.7%-19.7pp | 82.0%-29.0pp |
| Annual return | 5.04% | 1725.54%-1720.5pp | 1293.73%-1288.7pp | 302.91%-297.9pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,226 | $4,347-71.8% | $3,963-69.1% | $5,983-79.5% |
| Admin fee / account holder | $10,127 | $6,505+55.7% | $5,613+80.4% | $11,248-10.0% |