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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 | $23,906 | $109,872-78.2% | $98,483-75.7% | $167,536-85.7% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 6.64% | 1959.31%-1952.7pp | 1494.38%-1487.7pp | 478.82%-472.2pp |
| Employer contribution / active EE | $943 | $3,225-70.8% | $2,961-68.1% | $4,839-80.5% |
| Participant deferral / active EE | $1,617 | $4,673-65.4% | $4,276-62.2% | $6,342-74.5% |
| Admin fee / account holder | $304 | $6,757-95.5% | $5,953-94.9% | $12,315-97.5% |