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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 | $43,894 | $73,546-40.3% | $63,018-30.3% | $147,586-70.3% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 7.41% | 175.56%-168.1pp | 87.62%-80.2pp | 578.59%-571.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $860 | $4,185-79.5% | $3,330-74.2% | $5,439-84.2% |
| Admin fee / account holder | $2,520 | $5,956-57.7% | $3,601-30.0% | $10,886-76.8% |