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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 | $30,527 | $102,663-70.3% | $86,216-64.6% | $139,466-78.1% |
| Participation rate | 38.1% | 74.5%-36.4pp | 69.0%-30.9pp | 80.3%-42.2pp |
| Annual return | 7.97% | 1924.52%-1916.5pp | 1169.42%-1161.4pp | 373.66%-365.7pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,494 | $4,677-68.1% | $3,986-62.5% | $6,712-77.7% |
| Admin fee / account holder | $635 | $8,663-92.7% | $6,853-90.7% | $11,409-94.4% |