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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 | $72,465-77.6% | $67,575-76.0% | $145,884-88.9% |
| Participation rate | 57.1% | 76.9%-19.7pp | 72.9%-15.8pp | 80.3%-23.2pp |
| Annual return | 7.69% | 7222.56%-7214.9pp | 3528.98%-3521.3pp | 551.85%-544.2pp |
| Employer contribution / active EE | $757 | $3,074-75.4% | $2,736-72.3% | $4,662-83.8% |
| Participant deferral / active EE | $1,922 | $4,786-59.8% | $4,003-52.0% | $6,690-71.3% |
| Admin fee / account holder | $1,101 | $5,515-80.0% | $3,993-72.4% | $13,392-91.8% |