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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 | $14,122 | $99,011-85.7% | $86,582-83.7% | $147,586-90.4% |
| Participation rate | 55.6% | 76.3%-20.8pp | 73.5%-18.0pp | 82.8%-27.3pp |
| Annual return | 8.70% | 1312.75%-1304.1pp | 965.08%-956.4pp | 578.59%-569.9pp |
| Employer contribution / active EE | $499 | $3,132-84.1% | $2,839-82.4% | $4,876-89.8% |
| Participant deferral / active EE | $1,469 | $3,972-63.0% | $3,609-59.3% | $5,439-73.0% |
| Admin fee / account holder | $1,686 | $5,709-70.5% | $4,904-65.6% | $10,886-84.5% |