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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 | $12,467 | $88,815-86.0% | $81,882-84.8% | $145,897-91.5% |
| Participation rate | 47.4% | 75.1%-27.7pp | 72.4%-25.0pp | 80.3%-32.9pp |
| Annual return | 8.07% | 1033.75%-1025.7pp | 779.47%-771.4pp | 552.29%-544.2pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,172 | $4,647-74.8% | $4,323-72.9% | $6,689-82.5% |
| Admin fee / account holder | $5,316 | $8,434-37.0% | $7,360-27.8% | $13,390-60.3% |