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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 | $20,032 | $180,749-88.9% | $160,784-87.5% | $137,256-85.4% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | 9.58% | 2234.46%-2224.9pp | 1803.92%-1794.3pp | 220.34%-210.8pp |
| Employer contribution / active EE | $756 | $4,155-81.8% | $3,733-79.7% | $4,156-81.8% |
| Participant deferral / active EE | $5,792 | $6,844-15.4% | $6,293-8.0% | $6,407-9.6% |
| Admin fee / account holder | $44,241 | $10,397+325.5% | $9,717+355.3% | $12,270+260.6% |