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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 | $169,361-82.2% | $129,397-76.7% | $145,877-79.4% |
| Participation rate | 41.7% | 76.5%-34.8pp | 69.6%-28.0pp | 80.3%-38.6pp |
| Annual return | 6.00% | 14395.54%-14389.5pp | 9453.98%-9448.0pp | 551.28%-545.3pp |
| Employer contribution / active EE | $915 | $5,542-83.5% | $4,154-78.0% | $4,663-80.4% |
| Participant deferral / active EE | $1,419 | $4,987-71.6% | $4,167-66.0% | $6,691-78.8% |
| Admin fee / account holder | $25,175 | $9,903+154.2% | $7,679+227.9% | $13,402+87.8% |