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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 | $47,070 | $176,105-73.3% | $159,474-70.5% | $167,536-71.9% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 6.40% | 331.91%-325.5pp | 263.68%-257.3pp | 478.82%-472.4pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,505 | $7,751-54.8% | $7,353-52.3% | $6,342-44.7% |
| Admin fee / account holder | $1,821 | $12,559-85.5% | $10,802-83.1% | $12,315-85.2% |