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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 | $176,077-82.2% | $159,455-80.3% | $167,518-81.3% |
| Participation rate | 43.8% | 84.9%-41.2pp | 82.8%-39.1pp | 82.1%-38.4pp |
| Annual return | 7.12% | 331.83%-324.7pp | 263.63%-256.5pp | 478.71%-471.6pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,528 | $7,751-54.5% | $7,353-52.0% | $6,342-44.4% |
| Admin fee / account holder | $22,321 | $12,556+77.8% | $10,800+106.7% | $12,312+81.3% |