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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 | $72,403-77.6% | $67,524-75.9% | $145,978-88.9% |
| Participation rate | 57.1% | 76.9%-19.7pp | 72.9%-15.8pp | 80.3%-23.1pp |
| Annual return | 7.69% | 7197.23%-7189.5pp | 3519.41%-3511.7pp | 550.52%-542.8pp |
| Employer contribution / active EE | $757 | $3,072-75.4% | $2,734-72.3% | $4,662-83.8% |
| Participant deferral / active EE | $1,922 | $4,782-59.8% | $4,001-52.0% | $6,690-71.3% |
| Admin fee / account holder | $1,101 | $5,541-80.1% | $4,001-72.5% | $13,400-91.8% |