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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 | $27,743 | $88,754-68.7% | $81,820-66.1% | $145,877-81.0% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 4.92% | 1031.77%-1026.8pp | 777.93%-773.0pp | 551.28%-546.4pp |
| Employer contribution / active EE | $1,808 | $3,085-41.4% | $2,915-38.0% | $4,663-61.2% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $28,382 | $8,424+236.9% | $7,391+284.0% | $13,402+111.8% |