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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 | $29,863 | $185,199-83.9% | $142,874-79.1% | $167,518-82.2% |
| Participation rate | 36.4% | 78.5%-42.1pp | 72.0%-35.6pp | 82.1%-45.7pp |
| Annual return | 2.11% | 8556.90%-8554.8pp | 5638.58%-5636.5pp | 478.71%-476.6pp |
| Employer contribution / active EE | $0 | $5,606-100.0% | $4,145-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $968 | $4,495-78.5% | $3,838-74.8% | $6,342-84.7% |
| Admin fee / account holder | $2,451 | $8,031-69.5% | $6,561-62.6% | $12,312-80.1% |