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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 | $28,226 | $162,529-82.6% | $130,788-78.4% | $154,746-81.8% |
| Participation rate | 5.0% | 75.9%-70.9pp | 70.1%-65.1pp | 80.7%-75.7pp |
| Annual return | 5.02% | 510.48%-505.5pp | 386.44%-381.4pp | 172.34%-167.3pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,054 | $4,808-78.1% | $4,137-74.5% | $6,730-84.3% |
| Admin fee / account holder | $92,678 | $7,669+1108.5% | $6,673+1288.9% | $14,365+545.2% |