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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 | $73,952 | $96,361-23.3% | $80,607-8.3% | $139,456-47.0% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 9.34% | 1350.95%-1341.6pp | 936.11%-926.8pp | 373.45%-364.1pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,758 | $5,232+10.1% | $4,448+29.5% | $6,711-14.2% |
| Admin fee / account holder | $256,536 | $6,601+3786.2% | $5,379+4669.0% | $11,407+2148.9% |