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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 | $2,135 | $76,519-97.2% | $56,025-96.2% | $145,897-98.5% |
| Participation rate | 13.3% | 63.2%-49.9pp | 52.5%-39.2pp | 80.3%-67.0pp |
| Annual return | 4.13% | 3017.03%-3012.9pp | 1712.69%-1708.6pp | 552.29%-548.2pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $232 | $2,624-91.2% | $1,955-88.1% | $6,689-96.5% |
| Admin fee / account holder | $7,187 | $3,331+115.8% | $2,828+154.1% | $13,390-46.3% |