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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 | $35,881 | $72,426-50.5% | $67,560-46.9% | $145,897-75.4% |
| Participation rate | 4.2% | 76.9%-72.7pp | 72.9%-68.8pp | 80.3%-76.1pp |
| Annual return | 8.28% | 7226.78%-7218.5pp | 3533.50%-3525.2pp | 552.29%-544.0pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $667 | $5,514-87.9% | $3,994-83.3% | $13,390-95.0% |