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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 | $18,707 | $88,754-78.9% | $81,820-77.1% | $145,877-87.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 2.57% | 1031.77%-1029.2pp | 777.93%-775.4pp | 551.28%-548.7pp |
| Employer contribution / active EE | $471 | $3,085-84.8% | $2,915-83.9% | $4,663-89.9% |
| Participant deferral / active EE | $2,123 | $4,648-54.3% | $4,323-50.9% | $6,691-68.3% |
| Admin fee / account holder | $27,828 | $8,424+230.4% | $7,391+276.5% | $13,402+107.6% |