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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 | $72,446-88.8% | $67,561-88.0% | $145,877-94.4% |
| Participation rate | 37.5% | 76.9%-39.4pp | 72.9%-35.4pp | 80.3%-42.8pp |
| Annual return | 6.51% | 7211.98%-7205.5pp | 3525.44%-3518.9pp | 551.28%-544.8pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,447 | $4,785-69.7% | $4,003-63.8% | $6,691-78.4% |
| Admin fee / account holder | $6,041 | $5,541+9.0% | $4,006+50.8% | $13,402-54.9% |