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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 | $21,937 | $180,749-87.9% | $160,784-86.4% | $137,256-84.0% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 4.27% | 2234.46%-2230.2pp | 1803.92%-1799.7pp | 220.34%-216.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,630 | $6,844-76.2% | $6,293-74.1% | $6,407-74.6% |
| Admin fee / account holder | $22,175 | $10,397+113.3% | $9,717+128.2% | $12,270+80.7% |