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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 | $78,108 | $100,938-22.6% | $90,461-13.7% | $158,982-50.9% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 5.22% | 1727.20%-1722.0pp | 1294.76%-1289.5pp | 302.99%-297.8pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,642 | $4,350+29.7% | $3,964+42.3% | $5,983-5.7% |
| Admin fee / account holder | $156,311 | $6,510+2301.2% | $5,617+2683.0% | $11,252+1289.2% |