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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 | $7,633 | $88,754-91.4% | $81,820-90.7% | $145,877-94.8% |
| Participation rate | 30.0% | 75.1%-45.1pp | 72.4%-42.4pp | 80.3%-50.3pp |
| Annual return | 4.36% | 1031.77%-1027.4pp | 777.93%-773.6pp | 551.28%-546.9pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,874 | $4,648-59.7% | $4,323-56.6% | $6,691-72.0% |
| Admin fee / account holder | $20,044 | $8,424+138.0% | $7,391+171.2% | $13,402+49.6% |