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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 | $31,104 | $169,361-81.6% | $129,397-76.0% | $145,877-78.7% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 4.91% | 14395.54%-14390.6pp | 9453.98%-9449.1pp | 551.28%-546.4pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,174 | $4,987-16.3% | $4,167+0.1% | $6,691-37.6% |
| Admin fee / account holder | $827 | $9,903-91.6% | $7,679-89.2% | $13,402-93.8% |