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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 | $5,559 | $68,097-91.8% | $62,929-91.2% | $137,256-95.9% |
| Participation rate | 25.0% | 77.4%-52.4pp | 73.1%-48.1pp | 80.0%-55.0pp |
| Annual return | 8.15% | 1859.11%-1851.0pp | 1063.93%-1055.8pp | 220.34%-212.2pp |
| Employer contribution / active EE | $3,096 | $2,811+10.1% | $2,505+23.6% | $4,156-25.5% |
| Participant deferral / active EE | $4,419 | $4,553-2.9% | $3,888+13.6% | $6,407-31.0% |
| Admin fee / account holder | $16,825 | $6,521+158.0% | $5,065+232.2% | $12,270+37.1% |