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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 | $49,179 | $180,749-72.8% | $160,784-69.4% | $137,256-64.2% |
| Participation rate | 14.3% | 80.0%-65.7pp | 77.0%-62.7pp | 80.0%-65.7pp |
| Annual return | 8.28% | 2234.46%-2226.2pp | 1803.92%-1795.6pp | 220.34%-212.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,429 | $6,844-35.3% | $6,293-29.6% | $6,407-30.9% |
| Admin fee / account holder | $4,258 | $10,397-59.0% | $9,717-56.2% | $12,270-65.3% |