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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 | $88,702-79.7% | $81,780-78.0% | $145,978-87.7% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 2.41% | 1029.12%-1026.7pp | 776.27%-773.9pp | 550.52%-548.1pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,209 | $4,645-9.4% | $4,321-2.6% | $6,690-37.1% |
| Admin fee / account holder | $193,463 | $8,414+2199.2% | $7,384+2520.1% | $13,400+1343.7% |