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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 | $6,348 | $88,754-92.8% | $81,820-92.2% | $145,877-95.6% |
| Participation rate | 28.6% | 75.1%-46.5pp | 72.4%-43.8pp | 80.3%-51.7pp |
| Annual return | 5.37% | 1031.77%-1026.4pp | 777.93%-772.6pp | 551.28%-545.9pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,570 | $4,648-1.7% | $4,323+5.7% | $6,691-31.7% |
| Admin fee / account holder | $25,767 | $8,424+205.9% | $7,391+248.6% | $13,402+92.3% |