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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 | $19,631 | $211,239-90.7% | $178,528-89.0% | $145,877-86.5% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 4.14% | 30.22%-26.1pp | 27.11%-23.0pp | 551.28%-547.1pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,650 | $6,963+53.0% | $6,278+69.6% | $6,691+59.2% |
| Admin fee / account holder | $336,317 | $12,095+2680.7% | $10,419+3127.9% | $13,402+2409.4% |