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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 | $25,430 | $72,446-64.9% | $67,561-62.4% | $145,877-82.6% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 3.77% | 7211.98%-7208.2pp | 3525.44%-3521.7pp | 551.28%-547.5pp |
| Employer contribution / active EE | $1,988 | $3,072-35.3% | $2,735-27.3% | $4,663-57.4% |
| Participant deferral / active EE | $2,341 | $4,785-51.1% | $4,003-41.5% | $6,691-65.0% |
| Admin fee / account holder | $732 | $5,541-86.8% | $4,006-81.7% | $13,402-94.5% |