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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 | $27,990 | $72,426-61.4% | $67,560-58.6% | $145,897-80.8% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 7.81% | 7226.78%-7219.0pp | 3533.50%-3525.7pp | 552.29%-544.5pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,406 | $4,785+33.9% | $4,004+60.0% | $6,689-4.2% |
| Admin fee / account holder | $2,212 | $5,514-59.9% | $3,994-44.6% | $13,390-83.5% |