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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 | $72,396-76.6% | $67,511-74.9% | $145,959-88.4% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 7.40% | 7194.07%-7186.7pp | 3517.41%-3510.0pp | 561.95%-554.5pp |
| Employer contribution / active EE | $873 | $3,071-71.6% | $2,733-68.1% | $4,661-81.3% |
| Participant deferral / active EE | $1,159 | $4,781-75.8% | $4,000-71.0% | $6,689-82.7% |
| Admin fee / account holder | $542 | $5,538-90.2% | $3,999-86.5% | $13,398-96.0% |