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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 | $41,277 | $100,911-59.1% | $90,440-54.4% | $158,966-74.0% |
| Participation rate | 45.5% | 75.0%-29.6pp | 72.7%-27.2pp | 82.0%-36.5pp |
| Annual return | 5.62% | 1726.62%-1721.0pp | 1294.38%-1288.8pp | 302.95%-297.3pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,826 | $4,348-35.0% | $3,964-28.7% | $5,983-52.8% |
| Admin fee / account holder | $53,184 | $6,507+717.3% | $5,615+847.2% | $11,250+372.8% |