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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 | $6,895 | $88,815-92.2% | $81,882-91.6% | $145,897-95.3% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 7.02% | 1033.75%-1026.7pp | 779.47%-772.5pp | 552.29%-545.3pp |
| Employer contribution / active EE | $882 | $3,086-71.4% | $2,916-69.8% | $4,663-81.1% |
| Participant deferral / active EE | $1,093 | $4,647-76.5% | $4,323-74.7% | $6,689-83.7% |
| Admin fee / account holder | $291,796 | $8,434+3359.6% | $7,360+3864.8% | $13,390+2079.1% |