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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 | $9,841 | $100,938-90.3% | $90,461-89.1% | $158,982-93.8% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 3.62% | 1727.20%-1723.6pp | 1294.76%-1291.1pp | 302.99%-299.4pp |
| Employer contribution / active EE | $716 | $3,691-80.6% | $3,264-78.1% | $4,763-85.0% |
| Participant deferral / active EE | $895 | $4,350-79.4% | $3,964-77.4% | $5,983-85.0% |
| Admin fee / account holder | $11,625 | $6,510+78.6% | $5,617+107.0% | $11,252+3.3% |