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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 | $14,655 | $149,040-90.2% | $120,225-87.8% | $137,256-89.3% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 8.89% | 605.68%-596.8pp | 439.23%-430.3pp | 220.34%-211.5pp |
| Employer contribution / active EE | $1,056 | $4,350-75.7% | $3,475-69.6% | $4,156-74.6% |
| Participant deferral / active EE | $2,509 | $4,655-46.1% | $3,999-37.3% | $6,407-60.8% |
| Admin fee / account holder | $4,438 | $6,348-30.1% | $5,696-22.1% | $12,270-63.8% |