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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 | $20,187 | $175,231-88.5% | $149,696-86.5% | $139,466-85.5% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 0.05% | 166.77%-166.7pp | 134.46%-134.4pp | 373.66%-373.6pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,267 | $6,521-3.9% | $5,682+10.3% | $6,712-6.6% |
| Admin fee / account holder | $66,763 | $16,155+313.3% | $13,212+405.3% | $11,409+485.2% |