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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 | $25,696 | $88,815-71.1% | $81,882-68.6% | $145,897-82.4% |
| Participation rate | 44.4% | 75.1%-30.6pp | 72.4%-27.9pp | 80.3%-35.9pp |
| Annual return | 4.11% | 1033.75%-1029.6pp | 779.47%-775.4pp | 552.29%-548.2pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,329 | $4,647-71.4% | $4,323-69.3% | $6,689-80.1% |
| Admin fee / account holder | $44,344 | $8,434+425.7% | $7,360+502.5% | $13,390+231.2% |