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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 | $9,013 | $76,522-88.2% | $56,033-83.9% | $145,884-93.8% |
| Participation rate | 53.8% | 63.2%-9.4pp | 52.5%+1.4pp | 80.3%-26.5pp |
| Annual return | 5.22% | 3014.28%-3009.1pp | 1711.38%-1706.2pp | 551.85%-546.6pp |
| Employer contribution / active EE | $850 | $1,382-38.5% | $1,041-18.4% | $4,662-81.8% |
| Participant deferral / active EE | $2,307 | $2,624-12.1% | $1,954+18.1% | $6,690-65.5% |
| Admin fee / account holder | $1,451 | $3,328-56.4% | $2,827-48.7% | $13,392-89.2% |