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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 | $15,045 | $88,754-83.0% | $81,820-81.6% | $145,877-89.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 6.93% | 1031.77%-1024.8pp | 777.93%-771.0pp | 551.28%-544.4pp |
| Employer contribution / active EE | $956 | $3,085-69.0% | $2,915-67.2% | $4,663-79.5% |
| Participant deferral / active EE | $1,846 | $4,648-60.3% | $4,323-57.3% | $6,691-72.4% |
| Admin fee / account holder | $65,929 | $8,424+682.7% | $7,391+792.1% | $13,402+391.9% |