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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 | $28,913 | $169,237-82.9% | $129,339-77.6% | $145,978-80.2% |
| Participation rate | 27.3% | 76.5%-49.2pp | 69.6%-42.4pp | 80.3%-53.0pp |
| Annual return | 6.03% | 14364.43%-14358.4pp | 9437.05%-9431.0pp | 550.52%-544.5pp |
| Employer contribution / active EE | $485 | $5,540-91.3% | $4,154-88.3% | $4,662-89.6% |
| Participant deferral / active EE | $692 | $4,991-86.1% | $4,170-83.4% | $6,690-89.7% |
| Admin fee / account holder | $19,498 | $9,882+97.3% | $7,668+154.3% | $13,400+45.5% |