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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 | $51,387 | $85,766-40.1% | $136,298-62.3% | $70,126-26.7% |
| Participation rate | 28.9% | 74.2%-45.2pp | 81.9%-53.0pp | 69.5%-40.6pp |
| Annual return | 11.33% | 31.46%-20.1pp | 5156.27%-5144.9pp | 73.15%-61.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,946 | $5,051-21.9% | $6,247-36.8% | $3,332+18.4% |
| Admin fee / account holder | $20,013 | $5,421+269.2% | $9,244+116.5% | $4,645+330.8% |