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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 | $154,754-90.5% | $124,206-88.2% | $138,895-89.4% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.6%-19.6pp | 79.9%-29.9pp |
| Annual return | 8.91% | 709.28%-700.4pp | 515.27%-506.4pp | 145.39%-136.5pp |
| Employer contribution / active EE | $1,056 | $4,446-76.3% | $3,540-70.2% | $4,194-74.8% |
| Participant deferral / active EE | $2,509 | $4,621-45.7% | $3,968-36.8% | $6,396-60.8% |
| Admin fee / account holder | $4,438 | $6,690-33.7% | $5,929-25.1% | $12,562-64.7% |