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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 | $72,403-84.8% | $67,524-83.7% | $145,978-92.5% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 7.98% | 7197.23%-7189.2pp | 3519.41%-3511.4pp | 550.52%-542.5pp |
| Employer contribution / active EE | $477 | $3,072-84.5% | $2,734-82.5% | $4,662-89.8% |
| Participant deferral / active EE | $1,199 | $4,782-74.9% | $4,001-70.0% | $6,690-82.1% |
| Admin fee / account holder | $4,800 | $5,541-13.4% | $4,001+20.0% | $13,400-64.2% |