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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 | $59,988 | $176,688-66.0% | $130,660-54.1% | $152,909-60.8% |
| Participation rate | 62.5% | 79.0%-16.5pp | 71.7%-9.2pp | 82.5%-20.0pp |
| Annual return | 4.87% | 2693.08%-2688.2pp | 1709.29%-1704.4pp | 345.46%-340.6pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,199 | $4,362-72.5% | $3,603-66.7% | $5,851-79.5% |
| Admin fee / account holder | $334 | $7,131-95.3% | $5,463-93.9% | $11,601-97.1% |