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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 | $2,634 | $72,071-96.3% | $68,368-96.1% | $137,256-98.1% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 3.95% | 353.14%-349.2pp | 292.57%-288.6pp | 220.34%-216.4pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,658 | $4,410-62.4% | $4,123-59.8% | $6,407-74.1% |
| Admin fee / account holder | $11,658 | $5,336+118.5% | $5,150+126.4% | $12,270-5.0% |