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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 | $14,849 | $100,938-85.3% | $90,461-83.6% | $158,982-90.7% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 4.74% | 1727.20%-1722.5pp | 1294.76%-1290.0pp | 302.99%-298.3pp |
| Employer contribution / active EE | $697 | $3,691-81.1% | $3,264-78.6% | $4,763-85.4% |
| Participant deferral / active EE | $1,722 | $4,350-60.4% | $3,964-56.6% | $5,983-71.2% |
| Admin fee / account holder | $2,312 | $6,510-64.5% | $5,617-58.8% | $11,252-79.5% |