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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 | $70,121-92.1% | $63,803-91.3% | $138,895-96.0% |
| Participation rate | 25.0% | 77.2%-52.2pp | 72.7%-47.7pp | 79.9%-54.9pp |
| Annual return | 8.15% | 946.48%-938.3pp | 543.72%-535.6pp | 145.39%-137.2pp |
| Employer contribution / active EE | $3,096 | $2,882+7.4% | $2,532+22.2% | $4,194-26.2% |
| Participant deferral / active EE | $4,419 | $4,535-2.6% | $3,843+15.0% | $6,396-30.9% |
| Admin fee / account holder | $16,825 | $6,738+149.7% | $5,196+223.8% | $12,562+33.9% |