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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 | $106,343 | $150,447-29.3% | $136,298-22.0% | $147,586-27.9% |
| Participation rate | 38.5% | 84.4%-46.0pp | 81.9%-43.5pp | 82.8%-44.4pp |
| Annual return | 10.01% | 1049.15%-1039.1pp | 5156.27%-5146.3pp | 578.59%-568.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,290 | $6,631-65.5% | $6,247-63.4% | $5,439-57.9% |
| Admin fee / account holder | $2,046 | $10,906-81.2% | $9,244-77.9% | $10,886-81.2% |