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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 | $16,621 | $72,465-77.1% | $67,575-75.4% | $145,884-88.6% |
| Participation rate | 36.4% | 76.9%-40.5pp | 72.9%-36.6pp | 80.3%-43.9pp |
| Annual return | 7.80% | 7222.56%-7214.8pp | 3528.98%-3521.2pp | 551.85%-544.0pp |
| Employer contribution / active EE | $583 | $3,074-81.0% | $2,736-78.7% | $4,662-87.5% |
| Participant deferral / active EE | $1,238 | $4,786-74.1% | $4,003-69.1% | $6,690-81.5% |
| Admin fee / account holder | $2,347 | $5,515-57.4% | $3,993-41.2% | $13,392-82.5% |