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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 | $8,128 | $72,426-88.8% | $67,560-88.0% | $145,897-94.4% |
| Participation rate | 37.5% | 76.9%-39.4pp | 72.9%-35.4pp | 80.3%-42.8pp |
| Annual return | 6.51% | 7226.78%-7220.3pp | 3533.50%-3527.0pp | 552.29%-545.8pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,447 | $4,785-69.8% | $4,004-63.9% | $6,689-78.4% |
| Admin fee / account holder | $6,041 | $5,514+9.6% | $3,994+51.2% | $13,390-54.9% |