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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 | $44,383 | $209,422-78.8% | $178,503-75.1% | $158,982-72.1% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 1.33% | 188.81%-187.5pp | 151.12%-149.8pp | 302.99%-301.7pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,678 | $5,955-55.0% | $5,202-48.5% | $5,983-55.2% |
| Admin fee / account holder | $261,631 | $17,079+1431.9% | $13,987+1770.5% | $11,252+2225.3% |