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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 | $34,579 | $159,978-78.4% | $147,041-76.5% | $145,978-76.3% |
| Participation rate | 39.1% | 84.0%-44.9pp | 82.2%-43.0pp | 80.3%-41.2pp |
| Annual return | 4.95% | 98.36%-93.4pp | 419.21%-414.3pp | 550.52%-545.6pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,116 | $8,429-63.0% | $8,071-61.4% | $6,690-53.4% |
| Admin fee / account holder | $41,951 | $15,053+178.7% | $13,006+222.5% | $13,400+213.1% |