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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 | $10,978 | $72,426-84.8% | $67,560-83.8% | $145,897-92.5% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 7.98% | 7226.78%-7218.8pp | 3533.50%-3525.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $477 | $3,074-84.5% | $2,737-82.6% | $4,663-89.8% |
| Participant deferral / active EE | $1,199 | $4,785-74.9% | $4,004-70.0% | $6,689-82.1% |
| Admin fee / account holder | $4,800 | $5,514-12.9% | $3,994+20.2% | $13,390-64.2% |