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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 | $9,075 | $68,097-86.7% | $62,929-85.6% | $137,256-93.4% |
| Participation rate | 47.6% | 77.4%-29.8pp | 73.1%-25.5pp | 80.0%-32.3pp |
| Annual return | 6.63% | 1859.11%-1852.5pp | 1063.93%-1057.3pp | 220.34%-213.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,023 | $4,553-77.5% | $3,888-73.7% | $6,407-84.0% |
| Admin fee / account holder | $4,875 | $6,521-25.2% | $5,065-3.7% | $12,270-60.3% |