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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 | $40,307 | $114,093-64.7% | $96,171-58.1% | $167,536-75.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 6.97% | 190.00%-183.0pp | 192.04%-185.1pp | 478.82%-471.9pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $975 | $5,197-81.2% | $4,350-77.6% | $6,342-84.6% |
| Admin fee / account holder | $1,901 | $6,899-72.4% | $5,538-65.7% | $12,315-84.6% |