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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 | $33,216 | $176,077-81.1% | $159,455-79.2% | $167,518-80.2% |
| Participation rate | 23.5% | 84.9%-61.4pp | 82.8%-59.3pp | 82.1%-58.6pp |
| Annual return | 7.68% | 331.83%-324.2pp | 263.63%-256.0pp | 478.71%-471.0pp |
| Employer contribution / active EE | $2,906 | $5,298-45.2% | $4,830-39.8% | $4,838-39.9% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $423 | $12,556-96.6% | $10,800-96.1% | $12,312-96.6% |