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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 | $8,724 | $72,426-88.0% | $67,560-87.1% | $145,897-94.0% |
| Participation rate | 55.6% | 76.9%-21.3pp | 72.9%-17.4pp | 80.3%-24.8pp |
| Annual return | 5.04% | 7226.78%-7221.7pp | 3533.50%-3528.5pp | 552.29%-547.2pp |
| Employer contribution / active EE | $767 | $3,074-75.1% | $2,737-72.0% | $4,663-83.6% |
| Participant deferral / active EE | $1,217 | $4,785-74.6% | $4,004-69.6% | $6,689-81.8% |
| Admin fee / account holder | $6,251 | $5,514+13.4% | $3,994+56.5% | $13,390-53.3% |