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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 | $72,446-50.5% | $67,561-46.9% | $145,877-75.4% |
| Participation rate | 4.2% | 76.9%-72.7pp | 72.9%-68.7pp | 80.3%-76.1pp |
| Annual return | 8.28% | 7211.98%-7203.7pp | 3525.44%-3517.2pp | 551.28%-543.0pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,003-100.0% | $6,691-100.0% |
| Admin fee / account holder | $667 | $5,541-88.0% | $4,006-83.3% | $13,402-95.0% |