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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 | $7,945 | $76,634-89.6% | $56,054-85.8% | $145,978-94.6% |
| Participation rate | 54.5% | 63.2%-8.7pp | 52.5%+2.1pp | 80.3%-25.7pp |
| Annual return | 4.91% | 3004.33%-2999.4pp | 1705.95%-1701.0pp | 550.52%-545.6pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,882 | $2,622-28.2% | $1,952-3.6% | $6,690-71.9% |
| Admin fee / account holder | $357 | $3,321-89.3% | $2,822-87.4% | $13,400-97.3% |