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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 | $18,722 | $102,595-81.8% | $94,057-80.1% | $154,746-87.9% |
| Participation rate | 16.7% | 76.0%-59.3pp | 73.3%-56.7pp | 80.7%-64.0pp |
| Annual return | 4.85% | 583.42%-578.6pp | 480.62%-475.8pp | 172.34%-167.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,027 | $5,118-60.4% | $4,709-57.0% | $6,730-69.9% |
| Admin fee / account holder | $79,520 | $7,736+927.9% | $7,244+997.7% | $14,365+453.6% |