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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 | $91,870 | $100,938-9.0% | $90,461+1.6% | $158,982-42.2% |
| Participation rate | 29.4% | 75.0%-45.6pp | 72.7%-43.3pp | 82.0%-52.6pp |
| Annual return | 5.10% | 1727.20%-1722.1pp | 1294.76%-1289.7pp | 302.99%-297.9pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,682 | $4,350-38.3% | $3,964-32.3% | $5,983-55.2% |
| Admin fee / account holder | $9,671 | $6,510+48.6% | $5,617+72.2% | $11,252-14.0% |