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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 | $111,884 | $47,479+135.6% | $62,929+77.8% | $82,448+35.7% |
| Participation rate | 36.8% | 66.9%-30.1pp | 73.1%-36.3pp | 68.1%-31.3pp |
| Annual return | 10.19% | 20.34%-10.2pp | 1063.93%-1053.7pp | 41.64%-31.5pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,620 | $2,870-8.7% | $3,888-32.6% | $4,139-36.7% |
| Admin fee / account holder | $30,710 | $3,804+707.4% | $5,065+506.4% | $7,234+324.5% |