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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 | $169,237-59.4% | $129,339-46.9% | $145,978-53.0% |
| Participation rate | 11.1% | 76.5%-65.4pp | 69.6%-58.5pp | 80.3%-69.2pp |
| Annual return | 5.49% | 14364.43%-14358.9pp | 9437.05%-9431.6pp | 550.52%-545.0pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $454 | $4,991-90.9% | $4,170-89.1% | $6,690-93.2% |
| Admin fee / account holder | $901 | $9,882-90.9% | $7,668-88.3% | $13,400-93.3% |