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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 | $44,543 | $176,105-74.7% | $159,474-72.1% | $167,536-73.4% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 4.80% | 331.91%-327.1pp | 263.68%-258.9pp | 478.82%-474.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,388 | $7,751-30.5% | $7,353-26.7% | $6,342-15.0% |
| Admin fee / account holder | $100,109 | $12,559+697.1% | $10,802+826.7% | $12,315+712.9% |