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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 | $31,732 | $88,754-64.2% | $81,820-61.2% | $145,877-78.2% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 4.08% | 1031.77%-1027.7pp | 777.93%-773.9pp | 551.28%-547.2pp |
| Employer contribution / active EE | $2,655 | $3,085-13.9% | $2,915-8.9% | $4,663-43.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,558 | $8,424-69.6% | $7,391-65.4% | $13,402-80.9% |