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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 | $49,592 | $109,863-54.9% | $98,477-49.6% | $167,518-70.4% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 8.82% | 1958.09%-1949.3pp | 1493.59%-1484.8pp | 478.71%-469.9pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,540 | $4,673+39.9% | $4,276+52.9% | $6,342+3.1% |
| Admin fee / account holder | $26,376 | $6,755+290.5% | $5,951+343.2% | $12,312+114.2% |