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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 | $30,975 | $160,070-80.6% | $147,117-78.9% | $145,897-78.8% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 0.42% | 98.69%-98.3pp | 420.54%-420.1pp | 552.29%-551.9pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,426 | $8,419-11.8% | $8,065-7.9% | $6,689+11.0% |
| Admin fee / account holder | $4,119 | $15,035-72.6% | $12,993-68.3% | $13,390-69.2% |