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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 | $72,396-77.4% | $67,511-75.8% | $145,959-88.8% |
| Participation rate | 53.8% | 76.9%-23.0pp | 72.9%-19.0pp | 80.3%-26.4pp |
| Annual return | 8.20% | 7194.07%-7185.9pp | 3517.41%-3509.2pp | 561.95%-553.8pp |
| Employer contribution / active EE | $1,240 | $3,071-59.6% | $2,733-54.6% | $4,661-73.4% |
| Participant deferral / active EE | $1,280 | $4,781-73.2% | $4,000-68.0% | $6,689-80.9% |
| Admin fee / account holder | $8,951 | $5,538+61.6% | $3,999+123.9% | $13,398-33.2% |