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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 | $12,067 | $72,465-83.3% | $67,575-82.1% | $145,884-91.7% |
| Participation rate | 57.1% | 76.9%-19.7pp | 72.9%-15.8pp | 80.3%-23.2pp |
| Annual return | 8.31% | 7222.56%-7214.2pp | 3528.98%-3520.7pp | 551.85%-543.5pp |
| Employer contribution / active EE | $2,111 | $3,074-31.3% | $2,736-22.8% | $4,662-54.7% |
| Participant deferral / active EE | $1,788 | $4,786-62.6% | $4,003-55.3% | $6,690-73.3% |
| Admin fee / account holder | $6,883 | $5,515+24.8% | $3,993+72.4% | $13,392-48.6% |