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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 | $52,603 | $85,766-38.7% | $136,298-61.4% | $70,126-25.0% |
| Participation rate | 38.7% | 74.2%-35.4pp | 81.9%-43.2pp | 69.5%-30.8pp |
| Annual return | 10.61% | 31.46%-20.8pp | 5156.27%-5145.7pp | 73.15%-62.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,556 | $5,051-9.8% | $6,247-27.1% | $3,332+36.8% |
| Admin fee / account holder | $18,631 | $5,421+243.7% | $9,244+101.5% | $4,645+301.0% |