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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 | $36,916 | $58,391-36.8% | $76,657-51.8% | $72,975-49.4% |
| Participation rate | 52.1% | 67.4%-15.3pp | 72.1%-20.0pp | 69.5%-17.4pp |
| Annual return | 15.65% | 2306.65%-2291.0pp | 1166.74%-1151.1pp | 81.01%-65.4pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,996 | $2,690+11.3% | $3,335-10.2% | $3,608-17.0% |
| Admin fee / account holder | $11,041 | $4,014+175.0% | $6,423+71.9% | $5,124+115.5% |