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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 | $11,225 | $88,702-87.3% | $81,780-86.3% | $145,978-92.3% |
| Participation rate | 38.9% | 75.0%-36.2pp | 72.4%-33.5pp | 80.3%-41.4pp |
| Annual return | 2.80% | 1029.12%-1026.3pp | 776.27%-773.5pp | 550.52%-547.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $667 | $4,645-85.6% | $4,321-84.6% | $6,690-90.0% |
| Admin fee / account holder | $2,290 | $8,414-72.8% | $7,384-69.0% | $13,400-82.9% |