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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 | $169,361-89.1% | $129,397-85.7% | $145,877-87.3% |
| Participation rate | 13.0% | 76.5%-63.4pp | 69.6%-56.6pp | 80.3%-67.3pp |
| Annual return | 7.49% | 14395.54%-14388.1pp | 9453.98%-9446.5pp | 551.28%-543.8pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $675 | $4,987-86.5% | $4,167-83.8% | $6,691-89.9% |
| Admin fee / account holder | $22,283 | $9,903+125.0% | $7,679+190.2% | $13,402+66.3% |