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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 | $42,364 | $100,041-57.7% | $149,718-71.7% | $70,131-39.6% |
| Participation rate | 66.7% | 83.6%-16.9pp | 87.1%-20.4pp | 69.5%-2.9pp |
| Annual return | 8.72% | 27.43%-18.7pp | 1501.67%-1492.9pp | 73.14%-64.4pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,447 | $4,983-30.8% | $6,569-47.5% | $3,332+3.5% |
| Admin fee / account holder | $3,579 | $8,286-56.8% | $11,283-68.3% | $4,645-23.0% |