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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 | $15,968 | $90,691-82.4% | $76,119-79.0% | $145,884-89.1% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.1%-6.6pp | 80.3%-17.8pp |
| Annual return | 6.34% | 624.52%-618.2pp | 361.25%-354.9pp | 551.85%-545.5pp |
| Employer contribution / active EE | $788 | $3,329-76.3% | $2,693-70.7% | $4,662-83.1% |
| Participant deferral / active EE | $1,530 | $5,167-70.4% | $4,259-64.1% | $6,690-77.1% |
| Admin fee / account holder | $5,275 | $8,383-37.1% | $6,421-17.9% | $13,392-60.6% |