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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 | $31,338 | $176,105-82.2% | $159,474-80.3% | $167,536-81.3% |
| Participation rate | 43.8% | 85.0%-41.2pp | 82.8%-39.1pp | 82.1%-38.4pp |
| Annual return | 7.12% | 331.91%-324.8pp | 263.68%-256.6pp | 478.82%-471.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,528 | $7,751-54.5% | $7,353-52.0% | $6,342-44.4% |
| Admin fee / account holder | $22,321 | $12,559+77.7% | $10,802+106.6% | $12,315+81.3% |