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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 | $88,778-86.0% | $81,844-84.8% | $145,884-91.5% |
| Participation rate | 47.4% | 75.1%-27.7pp | 72.4%-25.0pp | 80.3%-32.9pp |
| Annual return | 8.07% | 1033.03%-1025.0pp | 778.87%-770.8pp | 551.85%-543.8pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,172 | $4,648-74.8% | $4,323-72.9% | $6,690-82.5% |
| Admin fee / account holder | $5,316 | $8,430-36.9% | $7,355-27.7% | $13,392-60.3% |