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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 | $23,991 | $48,570-50.6% | $130,660-81.6% | $72,975-67.1% |
| Participation rate | 21.4% | 58.6%-37.1pp | 71.7%-50.3pp | 69.5%-48.1pp |
| Annual return | 15.67% | 38.63%-23.0pp | 1709.29%-1693.6pp | 81.01%-65.3pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,888 | $2,384-20.8% | $3,603-47.6% | $3,608-47.7% |
| Admin fee / account holder | $60,441 | $3,549+1603.0% | $5,463+1006.3% | $5,124+1079.6% |