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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 | $46,045 | $72,403-36.4% | $67,524-31.8% | $145,978-68.5% |
| Participation rate | 6.7% | 76.9%-70.2pp | 72.9%-66.2pp | 80.3%-73.6pp |
| Annual return | 6.71% | 7197.23%-7190.5pp | 3519.41%-3512.7pp | 550.52%-543.8pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,335 | $4,782-72.1% | $4,001-66.6% | $6,690-80.0% |
| Admin fee / account holder | $11,448 | $5,541+106.6% | $4,001+186.1% | $13,400-14.6% |