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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 | $71,844 | $88,702-19.0% | $81,780-12.2% | $145,978-50.8% |
| Participation rate | 45.5% | 75.0%-29.6pp | 72.4%-26.9pp | 80.3%-34.8pp |
| Annual return | 5.28% | 1029.12%-1023.8pp | 776.27%-771.0pp | 550.52%-545.2pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,981 | $4,645-35.8% | $4,321-31.0% | $6,690-55.4% |
| Admin fee / account holder | $46,496 | $8,414+452.6% | $7,384+529.7% | $13,400+247.0% |