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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 | $37,859 | $90,530-58.2% | $76,030-50.2% | $145,897-74.1% |
| Participation rate | 45.5% | 74.4%-29.0pp | 69.1%-23.6pp | 80.3%-34.9pp |
| Annual return | 7.43% | 625.08%-617.7pp | 361.54%-354.1pp | 552.29%-544.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,103 | $5,164-59.3% | $4,257-50.6% | $6,689-68.6% |
| Admin fee / account holder | $20,507 | $8,383+144.6% | $6,421+219.4% | $13,390+53.1% |