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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 | $39,252 | $165,399-76.3% | $149,745-73.8% | $158,982-75.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 0.64% | 348.34%-347.7pp | 276.72%-276.1pp | 302.99%-302.3pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,678 | $7,183+6.9% | $6,843+12.2% | $5,983+28.3% |
| Admin fee / account holder | $247,855 | $10,811+2192.6% | $9,312+2561.7% | $11,252+2102.8% |