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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 | $19,516 | $169,336-88.5% | $129,384-84.9% | $145,884-86.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 4.65% | 14408.70%-14404.1pp | 9461.77%-9457.1pp | 551.85%-547.2pp |
| Employer contribution / active EE | $1,355 | $5,540-75.6% | $4,153-67.4% | $4,662-70.9% |
| Participant deferral / active EE | $2,290 | $4,985-54.1% | $4,166-45.0% | $6,690-65.8% |
| Admin fee / account holder | $2,177 | $9,912-78.0% | $7,686-71.7% | $13,392-83.7% |