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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 | $167,030-83.1% | $135,768-79.2% | $155,188-81.8% |
| Participation rate | 5.0% | 76.2%-71.2pp | 71.1%-66.1pp | 80.8%-75.8pp |
| Annual return | 5.02% | 678.39%-673.4pp | 526.10%-521.1pp | 148.84%-143.8pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,054 | $4,528-76.7% | $3,977-73.5% | $6,531-83.9% |
| Admin fee / account holder | $92,678 | $8,172+1034.1% | $7,048+1214.9% | $14,480+540.1% |