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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 | $72,426-36.4% | $67,560-31.8% | $145,897-68.4% |
| Participation rate | 6.7% | 76.9%-70.2pp | 72.9%-66.3pp | 80.3%-73.6pp |
| Annual return | 6.71% | 7226.78%-7220.1pp | 3533.50%-3526.8pp | 552.29%-545.6pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,335 | $4,785-72.1% | $4,004-66.7% | $6,689-80.0% |
| Admin fee / account holder | $11,448 | $5,514+107.6% | $3,994+186.6% | $13,390-14.5% |