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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 | $16,006 | $88,815-82.0% | $81,882-80.5% | $145,897-89.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 6.88% | 1033.75%-1026.9pp | 779.47%-772.6pp | 552.29%-545.4pp |
| Employer contribution / active EE | $881 | $3,086-71.4% | $2,916-69.8% | $4,663-81.1% |
| Participant deferral / active EE | $881 | $4,647-81.0% | $4,323-79.6% | $6,689-86.8% |
| Admin fee / account holder | $7,290 | $8,434-13.6% | $7,360-0.9% | $13,390-45.6% |