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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 | $88,754-71.0% | $81,820-68.6% | $145,877-82.4% |
| Participation rate | 44.4% | 75.1%-30.6pp | 72.4%-27.9pp | 80.3%-35.9pp |
| Annual return | 4.11% | 1031.77%-1027.7pp | 777.93%-773.8pp | 551.28%-547.2pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,329 | $4,648-71.4% | $4,323-69.3% | $6,691-80.1% |
| Admin fee / account holder | $44,344 | $8,424+426.4% | $7,391+500.0% | $13,402+230.9% |