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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 | $52,199 | $109,872-52.5% | $98,483-47.0% | $167,536-68.8% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 7.48% | 1959.31%-1951.8pp | 1494.38%-1486.9pp | 478.82%-471.3pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,923 | $4,673-58.9% | $4,276-55.0% | $6,342-69.7% |
| Admin fee / account holder | $35,418 | $6,757+424.1% | $5,953+495.0% | $12,315+187.6% |