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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 | $68,675 | $169,361-59.5% | $129,397-46.9% | $145,877-52.9% |
| Participation rate | 11.1% | 76.5%-65.4pp | 69.6%-58.5pp | 80.3%-69.2pp |
| Annual return | 5.49% | 14395.54%-14390.1pp | 9453.98%-9448.5pp | 551.28%-545.8pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $454 | $4,987-90.9% | $4,167-89.1% | $6,691-93.2% |
| Admin fee / account holder | $901 | $9,903-90.9% | $7,679-88.3% | $13,402-93.3% |