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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 | $13,720 | $88,778-84.5% | $81,844-83.2% | $145,884-90.6% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 3.71% | 1033.03%-1029.3pp | 778.87%-775.2pp | 551.85%-548.1pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,028 | $4,648-34.9% | $4,323-30.0% | $6,690-54.7% |
| Admin fee / account holder | $6,645 | $8,430-21.2% | $7,355-9.7% | $13,392-50.4% |