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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 | $48,495 | $160,040-69.7% | $147,096-67.0% | $145,877-66.8% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 5.36% | 98.49%-93.1pp | 419.75%-414.4pp | 551.28%-545.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,092 | $8,429-27.7% | $8,071-24.5% | $6,691-8.9% |
| Admin fee / account holder | $218,993 | $15,050+1355.1% | $13,005+1583.9% | $13,402+1534.0% |