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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 | $16,251 | $72,426-77.6% | $67,560-75.9% | $145,897-88.9% |
| Participation rate | 57.1% | 76.9%-19.8pp | 72.9%-15.8pp | 80.3%-23.2pp |
| Annual return | 7.69% | 7226.78%-7219.1pp | 3533.50%-3525.8pp | 552.29%-544.6pp |
| Employer contribution / active EE | $757 | $3,074-75.4% | $2,737-72.3% | $4,663-83.8% |
| Participant deferral / active EE | $1,922 | $4,785-59.8% | $4,004-52.0% | $6,689-71.3% |
| Admin fee / account holder | $1,101 | $5,514-80.0% | $3,994-72.4% | $13,390-91.8% |