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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 | $12,648 | $99,011-87.2% | $86,582-85.4% | $147,586-91.4% |
| Participation rate | 55.6% | 76.3%-20.8pp | 73.5%-18.0pp | 82.8%-27.3pp |
| Annual return | 7.38% | 1312.75%-1305.4pp | 965.08%-957.7pp | 578.59%-571.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,217 | $3,972+6.2% | $3,609+16.9% | $5,439-22.5% |
| Admin fee / account holder | $11,907 | $5,709+108.6% | $4,904+142.8% | $10,886+9.4% |