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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 | $56,076 | $73,546-23.8% | $63,018-11.0% | $147,586-62.0% |
| Participation rate | 47.1% | 77.9%-30.8pp | 74.8%-27.7pp | 82.8%-35.8pp |
| Annual return | 5.57% | 175.56%-170.0pp | 87.62%-82.0pp | 578.59%-573.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,098 | $4,185-73.8% | $3,330-67.0% | $5,439-79.8% |
| Admin fee / account holder | $717 | $5,956-88.0% | $3,601-80.1% | $10,886-93.4% |