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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 | $90,614-58.2% | $76,089-50.2% | $145,877-74.0% |
| Participation rate | 45.5% | 74.5%-29.0pp | 69.1%-23.6pp | 80.3%-34.8pp |
| Annual return | 7.43% | 623.80%-616.4pp | 360.94%-353.5pp | 551.28%-543.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,103 | $5,168-59.3% | $4,259-50.6% | $6,691-68.6% |
| Admin fee / account holder | $20,507 | $8,376+144.8% | $6,418+219.5% | $13,402+53.0% |