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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 | $19,519 | $90,530-78.4% | $76,030-74.3% | $145,897-86.6% |
| Participation rate | 20.0% | 74.4%-54.4pp | 69.1%-49.1pp | 80.3%-60.3pp |
| Annual return | 7.59% | 625.08%-617.5pp | 361.54%-353.9pp | 552.29%-544.7pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,110 | $8,383-86.8% | $6,421-82.7% | $13,390-91.7% |