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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 | $28,566 | $108,942-73.8% | $100,415-71.6% | $145,897-80.4% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.9pp | 80.3%-13.6pp |
| Annual return | 5.90% | 58.27%-52.4pp | 49.47%-43.6pp | 552.29%-546.4pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,313 | $8,461-72.7% | $8,091-71.4% | $6,689-65.4% |
| Admin fee / account holder | $35,039 | $9,702+261.2% | $7,906+343.2% | $13,390+161.7% |