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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 | $36,649 | $65,440-44.0% | $98,506-62.8% | $85,851-57.3% |
| Participation rate | 46.4% | 65.0%-18.6pp | 73.3%-26.9pp | 69.3%-22.9pp |
| Annual return | 4.47% | 21.75%-17.3pp | 1494.92%-1490.5pp | 318.63%-314.2pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,539 | $3,168+11.7% | $4,277-17.3% | $3,952-10.5% |
| Admin fee / account holder | $1,037 | $4,596-77.4% | $5,955-82.6% | $6,261-83.4% |