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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 | $130,506 | $180,749-27.8% | $160,784-18.8% | $137,256-4.9% |
| Participation rate | 25.0% | 80.0%-55.0pp | 77.0%-52.0pp | 80.0%-55.0pp |
| Annual return | 3.49% | 2234.46%-2231.0pp | 1803.92%-1800.4pp | 220.34%-216.9pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,194 | $6,844+19.7% | $6,293+30.2% | $6,407+27.9% |
| Admin fee / account holder | $557,851 | $10,397+5265.6% | $9,717+5641.0% | $12,270+4446.4% |