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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 | $169,161-89.1% | $129,295-85.7% | $145,959-87.4% |
| Participation rate | 13.0% | 76.5%-63.4pp | 69.6%-56.6pp | 80.3%-67.2pp |
| Annual return | 7.49% | 14348.07%-14340.6pp | 9429.28%-9421.8pp | 561.95%-554.5pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $675 | $4,989-86.5% | $4,169-83.8% | $6,689-89.9% |
| Admin fee / account holder | $22,283 | $9,878+125.6% | $7,665+190.7% | $13,398+66.3% |