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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 | $20,813 | $180,749-88.5% | $160,784-87.1% | $137,256-84.8% |
| Participation rate | 25.0% | 80.0%-55.0pp | 77.0%-52.0pp | 80.0%-55.0pp |
| Annual return | 8.96% | 2234.46%-2225.5pp | 1803.92%-1795.0pp | 220.34%-211.4pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,242 | $6,844-52.6% | $6,293-48.5% | $6,407-49.4% |
| Admin fee / account holder | $41,467 | $10,397+298.8% | $9,717+326.7% | $12,270+238.0% |