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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 | $30,235 | $88,702-65.9% | $81,780-63.0% | $145,978-79.3% |
| Participation rate | 43.5% | 75.0%-31.6pp | 72.4%-28.9pp | 80.3%-36.8pp |
| Annual return | 8.19% | 1029.12%-1020.9pp | 776.27%-768.1pp | 550.52%-542.3pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,800 | $4,645-61.2% | $4,321-58.3% | $6,690-73.1% |
| Admin fee / account holder | $22,401 | $8,414+166.2% | $7,384+203.4% | $13,400+67.2% |