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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 | $12,849 | $180,749-92.9% | $160,784-92.0% | $137,256-90.6% |
| Participation rate | 63.6% | 80.0%-16.3pp | 77.0%-13.3pp | 80.0%-16.3pp |
| Annual return | 9.81% | 2234.46%-2224.7pp | 1803.92%-1794.1pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,228 | $4,155-70.4% | $3,733-67.1% | $4,156-70.5% |
| Participant deferral / active EE | $1,400 | $6,844-79.6% | $6,293-77.8% | $6,407-78.2% |
| Admin fee / account holder | $30,300 | $10,397+191.4% | $9,717+211.8% | $12,270+146.9% |