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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 | $51,258 | $90,691-43.5% | $76,119-32.7% | $145,884-64.9% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.1%-35.7pp | 80.3%-47.0pp |
| Annual return | 7.03% | 624.52%-617.5pp | 361.25%-354.2pp | 551.85%-544.8pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,318 | $5,167-74.5% | $4,259-69.0% | $6,690-80.3% |
| Admin fee / account holder | $11,822 | $8,383+41.0% | $6,421+84.1% | $13,392-11.7% |