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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 | $27,624 | $88,778-68.9% | $81,844-66.2% | $145,884-81.1% |
| Participation rate | 27.3% | 75.1%-47.8pp | 72.4%-45.1pp | 80.3%-53.0pp |
| Annual return | 8.52% | 1033.03%-1024.5pp | 778.87%-770.4pp | 551.85%-543.3pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,032 | $4,648-77.8% | $4,323-76.1% | $6,690-84.6% |
| Admin fee / account holder | $6,395 | $8,430-24.1% | $7,355-13.1% | $13,392-52.2% |