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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 | $11,626 | $88,754-86.9% | $81,820-85.8% | $145,877-92.0% |
| Participation rate | 6.3% | 75.1%-68.8pp | 72.4%-66.1pp | 80.3%-74.1pp |
| Annual return | 3.81% | 1031.77%-1028.0pp | 777.93%-774.1pp | 551.28%-547.5pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $487 | $8,424-94.2% | $7,391-93.4% | $13,402-96.4% |