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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 | $12,013 | $100,938-88.1% | $90,461-86.7% | $158,982-92.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 3.04% | 1727.20%-1724.2pp | 1294.76%-1291.7pp | 302.99%-299.9pp |
| Employer contribution / active EE | $989 | $3,691-73.2% | $3,264-69.7% | $4,763-79.2% |
| Participant deferral / active EE | $6,629 | $4,350+52.4% | $3,964+67.2% | $5,983+10.8% |
| Admin fee / account holder | $2,274 | $6,510-65.1% | $5,617-59.5% | $11,252-79.8% |