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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 | $44,902 | $106,008-57.6% | $92,240-51.3% | $147,586-69.6% |
| Participation rate | 39.1% | 80.4%-41.3pp | 76.5%-37.4pp | 82.8%-43.7pp |
| Annual return | 7.75% | 50.05%-42.3pp | 176.29%-168.5pp | 578.59%-570.8pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,177 | $4,478-73.7% | $3,897-69.8% | $5,439-78.4% |
| Admin fee / account holder | $414 | $6,333-93.5% | $5,194-92.0% | $10,886-96.2% |