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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 | $13,474 | $156,963-91.4% | $121,204-88.9% | $139,466-90.3% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 1.13% | 1476.75%-1475.6pp | 987.18%-986.0pp | 373.66%-372.5pp |
| Employer contribution / active EE | $1,261 | $5,544-77.3% | $4,170-69.8% | $4,754-73.5% |
| Participant deferral / active EE | $1,664 | $4,848-65.7% | $4,083-59.2% | $6,712-75.2% |
| Admin fee / account holder | $1,090 | $6,953-84.3% | $5,651-80.7% | $11,409-90.4% |