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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 | $15,441 | $109,872-85.9% | $98,483-84.3% | $167,536-90.8% |
| Participation rate | 42.9% | 75.8%-33.0pp | 73.3%-30.5pp | 82.1%-39.3pp |
| Annual return | 4.83% | 1959.31%-1954.5pp | 1494.38%-1489.5pp | 478.82%-474.0pp |
| Employer contribution / active EE | $1,333 | $3,225-58.7% | $2,961-55.0% | $4,839-72.5% |
| Participant deferral / active EE | $1,793 | $4,673-61.6% | $4,276-58.1% | $6,342-71.7% |
| Admin fee / account holder | $4,020 | $6,757-40.5% | $5,953-32.5% | $12,315-67.4% |