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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 | $3,395 | $88,754-96.2% | $81,820-95.9% | $145,877-97.7% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 4.84% | 1031.77%-1026.9pp | 777.93%-773.1pp | 551.28%-546.4pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,048 | $4,648-77.5% | $4,323-75.8% | $6,691-84.3% |
| Admin fee / account holder | $882 | $8,424-89.5% | $7,391-88.1% | $13,402-93.4% |