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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 | $89,978 | $124,175-27.5% | $108,405-17.0% | $167,536-46.3% |
| Participation rate | 28.6% | 82.3%-53.7pp | 80.1%-51.6pp | 82.1%-53.5pp |
| Annual return | 8.58% | 1380.13%-1371.6pp | 905.55%-897.0pp | 478.82%-470.2pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,707 | $6,908-31.9% | $6,563-28.3% | $6,342-25.8% |
| Admin fee / account holder | $91,634 | $9,457+869.0% | $7,297+1155.8% | $12,315+644.1% |