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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 | $72,446-36.4% | $67,561-31.8% | $145,877-68.4% |
| Participation rate | 6.7% | 76.9%-70.2pp | 72.9%-66.2pp | 80.3%-73.6pp |
| Annual return | 6.71% | 7211.98%-7205.3pp | 3525.44%-3518.7pp | 551.28%-544.6pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,335 | $4,785-72.1% | $4,003-66.6% | $6,691-80.0% |
| Admin fee / account holder | $11,448 | $5,541+106.6% | $4,006+185.8% | $13,402-14.6% |