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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 | $21,114 | $162,136-87.0% | $152,301-86.1% | $154,746-86.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 4.94% | 91.02%-86.1pp | 80.50%-75.6pp | 172.34%-167.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,100 | $8,341-62.8% | $8,004-61.3% | $6,730-53.9% |
| Admin fee / account holder | $216,218 | $15,759+1272.0% | $14,398+1401.7% | $14,365+1405.1% |