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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 | $62,813 | $109,908-42.8% | $97,161-35.4% | $145,978-57.0% |
| Participation rate | 31.3% | 75.9%-44.7pp | 72.7%-41.4pp | 80.3%-49.0pp |
| Annual return | 5.84% | 243.80%-238.0pp | 75.36%-69.5pp | 550.52%-544.7pp |
| Employer contribution / active EE | $433 | $3,077-85.9% | $2,723-84.1% | $4,662-90.7% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $4,265-100.0% | $6,690-100.0% |
| Admin fee / account holder | $514 | $6,213-91.7% | $5,647-90.9% | $13,400-96.2% |