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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 | $16,336 | $72,426-77.4% | $67,560-75.8% | $145,897-88.8% |
| Participation rate | 53.8% | 76.9%-23.0pp | 72.9%-19.1pp | 80.3%-26.5pp |
| Annual return | 8.20% | 7226.78%-7218.6pp | 3533.50%-3525.3pp | 552.29%-544.1pp |
| Employer contribution / active EE | $1,240 | $3,074-59.7% | $2,737-54.7% | $4,663-73.4% |
| Participant deferral / active EE | $1,280 | $4,785-73.3% | $4,004-68.0% | $6,689-80.9% |
| Admin fee / account holder | $8,951 | $5,514+62.3% | $3,994+124.1% | $13,390-33.2% |