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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 | $5,058 | $88,778-94.3% | $81,844-93.8% | $145,884-96.5% |
| Participation rate | 47.1% | 75.1%-28.0pp | 72.4%-25.3pp | 80.3%-33.2pp |
| Annual return | 6.20% | 1033.03%-1026.8pp | 778.87%-772.7pp | 551.85%-545.6pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $733 | $4,648-84.2% | $4,323-83.0% | $6,690-89.0% |
| Admin fee / account holder | $4,068 | $8,430-51.7% | $7,355-44.7% | $13,392-69.6% |