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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 | $12,718 | $102,595-87.6% | $94,057-86.5% | $154,746-91.8% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 7.54% | 583.42%-575.9pp | 480.62%-473.1pp | 172.34%-164.8pp |
| Employer contribution / active EE | $676 | $3,147-78.5% | $2,933-76.9% | $4,379-84.6% |
| Participant deferral / active EE | $1,221 | $5,118-76.2% | $4,709-74.1% | $6,730-81.9% |
| Admin fee / account holder | $4,878 | $7,736-36.9% | $7,244-32.7% | $14,365-66.0% |