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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 | $86,543 | $109,908-21.3% | $97,161-10.9% | $145,978-40.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 6.41% | 243.80%-237.4pp | 75.36%-68.9pp | 550.52%-544.1pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,320 | $4,679-29.0% | $4,265-22.2% | $6,690-50.4% |
| Admin fee / account holder | $182,250 | $6,213+2833.6% | $5,647+3127.3% | $13,400+1260.0% |