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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 | $227,572 | $73,421+210.0% | $66,439+242.5% | $155,188+46.6% |
| Participation rate | 33.3% | 79.7%-46.4pp | 74.5%-41.2pp | 80.8%-47.5pp |
| Annual return | 1.47% | 1382.37%-1380.9pp | 757.66%-756.2pp | 148.84%-147.4pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,680-100.0% | $3,876-100.0% | $6,531-100.0% |
| Admin fee / account holder | $752 | $8,856-91.5% | $6,173-87.8% | $14,480-94.8% |