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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 | $11,759 | $72,396-83.8% | $67,511-82.6% | $145,959-91.9% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 6.67% | 7194.07%-7187.4pp | 3517.41%-3510.7pp | 561.95%-555.3pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $886 | $4,781-81.5% | $4,000-77.8% | $6,689-86.8% |
| Admin fee / account holder | $12,163 | $5,538+119.6% | $3,999+204.2% | $13,398-9.2% |