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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 | $30,106 | $169,356-82.2% | $129,406-76.7% | $145,897-79.4% |
| Participation rate | 41.7% | 76.5%-34.8pp | 69.6%-28.0pp | 80.3%-38.6pp |
| Annual return | 6.00% | 14418.62%-14412.6pp | 9468.18%-9462.2pp | 552.29%-546.3pp |
| Employer contribution / active EE | $915 | $5,542-83.5% | $4,155-78.0% | $4,663-80.4% |
| Participant deferral / active EE | $1,419 | $4,987-71.5% | $4,167-66.0% | $6,689-78.8% |
| Admin fee / account holder | $25,175 | $9,915+153.9% | $7,689+227.4% | $13,390+88.0% |