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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 | $19,684 | $72,465-72.8% | $67,575-70.9% | $145,884-86.5% |
| Participation rate | 42.9% | 76.9%-34.0pp | 72.9%-30.1pp | 80.3%-37.4pp |
| Annual return | 4.85% | 7222.56%-7217.7pp | 3528.98%-3524.1pp | 551.85%-547.0pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,731 | $4,786-42.9% | $4,003-31.8% | $6,690-59.2% |
| Admin fee / account holder | $1,466 | $5,515-73.4% | $3,993-63.3% | $13,392-89.1% |