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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 | $45,782 | $48,337-5.3% | $67,560-32.2% | $80,959-43.5% |
| Participation rate | 6.9% | 66.4%-59.5pp | 72.9%-66.0pp | 67.7%-60.8pp |
| Annual return | 11.17% | 18.26%-7.1pp | 3533.50%-3522.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,420 | $2,928-51.5% | $4,004-64.5% | $4,300-67.0% |
| Admin fee / account holder | $169,789 | $3,695+4494.5% | $3,994+4151.2% | $6,925+2351.7% |