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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 | $43,222 | $100,203-56.9% | $85,240-49.3% | $145,897-70.4% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 5.12% | 84.28%-79.2pp | 66.75%-61.6pp | 552.29%-547.2pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,338 | $5,299+151.7% | $4,527+194.6% | $6,689+99.4% |
| Admin fee / account holder | $30,616 | $7,265+321.4% | $6,165+396.6% | $13,390+128.6% |