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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 | $14,426 | $72,465-80.1% | $67,575-78.7% | $145,884-90.1% |
| Participation rate | 65.0% | 76.9%-11.9pp | 72.9%-7.9pp | 80.3%-15.3pp |
| Annual return | 6.70% | 7222.56%-7215.9pp | 3528.98%-3522.3pp | 551.85%-545.1pp |
| Employer contribution / active EE | $1,278 | $3,074-58.4% | $2,736-53.3% | $4,662-72.6% |
| Participant deferral / active EE | $2,021 | $4,786-57.8% | $4,003-49.5% | $6,690-69.8% |
| Admin fee / account holder | $945 | $5,515-82.9% | $3,993-76.3% | $13,392-92.9% |