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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 | $18,008 | $88,710-79.7% | $81,783-78.0% | $145,959-87.7% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 2.41% | 1027.26%-1024.8pp | 775.05%-772.6pp | 561.95%-559.5pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,209 | $4,645-9.4% | $4,320-2.6% | $6,689-37.1% |
| Admin fee / account holder | $193,463 | $8,407+2201.1% | $7,380+2521.5% | $13,398+1344.0% |