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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 | $6,022 | $149,040-96.0% | $120,225-95.0% | $137,256-95.6% |
| Participation rate | 25.0% | 75.4%-50.4pp | 69.6%-44.6pp | 80.0%-55.0pp |
| Annual return | 9.10% | 605.68%-596.6pp | 439.23%-430.1pp | 220.34%-211.2pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $473 | $4,655-89.8% | $3,999-88.2% | $6,407-92.6% |
| Admin fee / account holder | $2,415 | $6,348-62.0% | $5,696-57.6% | $12,270-80.3% |