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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 | $39,368 | $129,737-69.7% | $119,126-67.0% | $154,746-74.6% |
| Participation rate | 20.0% | 78.9%-58.9pp | 75.8%-55.8pp | 80.7%-60.7pp |
| Annual return | 7.02% | 379.08%-372.1pp | 282.11%-275.1pp | 172.34%-165.3pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,319 | $5,842-60.3% | $5,318-56.4% | $6,730-65.6% |
| Admin fee / account holder | $155,822 | $11,961+1202.8% | $10,693+1357.2% | $14,365+984.7% |