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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 | $16,965 | $72,465-76.6% | $67,575-74.9% | $145,884-88.4% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 7.40% | 7222.56%-7215.2pp | 3528.98%-3521.6pp | 551.85%-544.4pp |
| Employer contribution / active EE | $873 | $3,074-71.6% | $2,736-68.1% | $4,662-81.3% |
| Participant deferral / active EE | $1,159 | $4,786-75.8% | $4,003-71.1% | $6,690-82.7% |
| Admin fee / account holder | $542 | $5,515-90.2% | $3,993-86.4% | $13,392-96.0% |