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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 | $18,455 | $169,356-89.1% | $129,406-85.7% | $145,897-87.4% |
| Participation rate | 13.0% | 76.5%-63.5pp | 69.6%-56.6pp | 80.3%-67.3pp |
| Annual return | 7.49% | 14418.62%-14411.1pp | 9468.18%-9460.7pp | 552.29%-544.8pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $675 | $4,987-86.5% | $4,167-83.8% | $6,689-89.9% |
| Admin fee / account holder | $22,283 | $9,915+124.7% | $7,689+189.8% | $13,390+66.4% |