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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 | $50,062 | $124,175-59.7% | $108,405-53.8% | $167,553-70.1% |
| Participation rate | 57.1% | 82.3%-25.2pp | 80.1%-23.0pp | 82.1%-25.0pp |
| Annual return | 9.66% | 1380.13%-1370.5pp | 905.55%-895.9pp | 478.89%-469.2pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,557 | $6,908-63.0% | $6,563-61.0% | $6,343-59.7% |
| Admin fee / account holder | $385 | $9,457-95.9% | $7,297-94.7% | $12,316-96.9% |