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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 | $43,453 | $185,225-76.5% | $142,898-69.6% | $167,553-74.1% |
| Participation rate | 66.7% | 78.5%-11.8pp | 72.0%-5.3pp | 82.1%-15.4pp |
| Annual return | 6.57% | 8558.12%-8551.5pp | 5639.64%-5633.1pp | 478.89%-472.3pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,789 | $4,496+51.0% | $3,838+76.9% | $6,343+7.0% |
| Admin fee / account holder | $4,675 | $8,032-41.8% | $6,560-28.7% | $12,316-62.0% |