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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 | $58,308 | $101,653-42.6% | $147,080-60.4% | $74,459-21.7% |
| Participation rate | 31.4% | 75.6%-44.2pp | 82.2%-50.8pp | 67.2%-35.9pp |
| Annual return | 10.97% | 8754.98%-8744.0pp | 420.17%-409.2pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,188 | $7,304-56.4% | $8,066-60.5% | $4,350-26.7% |
| Admin fee / account holder | $5,721 | $1,752+226.6% | $12,989-56.0% | $1,945+194.2% |