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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 | $34,576 | $57,312-39.7% | $86,617-60.1% | $75,181-54.0% |
| Participation rate | 42.1% | 63.2%-21.1pp | 71.7%-29.6pp | 67.2%-25.1pp |
| Annual return | 6.66% | 2672.78%-2666.1pp | 591.91%-585.3pp | 160.69%-154.0pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,518 | $3,319-54.3% | $4,437-65.8% | $4,126-63.2% |
| Admin fee / account holder | $7,127 | $4,114+73.2% | $5,613+27.0% | $5,650+26.1% |