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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 | $72,465-61.4% | $67,575-58.6% | $145,884-80.8% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 7.81% | 7222.56%-7214.7pp | 3528.98%-3521.2pp | 551.85%-544.0pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,406 | $4,786+33.9% | $4,003+60.0% | $6,690-4.2% |
| Admin fee / account holder | $2,212 | $5,515-59.9% | $3,993-44.6% | $13,392-83.5% |