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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 | $100,895-22.6% | $90,430-13.6% | $158,950-50.9% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 5.22% | 1725.54%-1720.3pp | 1293.73%-1288.5pp | 302.91%-297.7pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,642 | $4,347+29.8% | $3,963+42.4% | $5,983-5.7% |
| Admin fee / account holder | $156,311 | $6,505+2302.9% | $5,613+2684.6% | $11,248+1289.6% |