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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 | $101,263 | $102,696-1.4% | $86,235+17.4% | $139,487-27.4% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 4.21% | 1925.91%-1921.7pp | 1170.03%-1165.8pp | 373.84%-369.6pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,411 | $4,679+15.6% | $3,987+35.7% | $6,713-19.4% |
| Admin fee / account holder | $46,708 | $8,667+438.9% | $6,856+581.3% | $11,407+309.5% |