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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 | $9,901 | $88,710-88.8% | $81,783-87.9% | $145,959-93.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 8.70% | 1027.26%-1018.6pp | 775.05%-766.4pp | 561.95%-553.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $776 | $4,645-83.3% | $4,320-82.0% | $6,689-88.4% |
| Admin fee / account holder | $1,664 | $8,407-80.2% | $7,380-77.5% | $13,398-87.6% |