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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 | $40,883 | $169,336-75.9% | $129,384-68.4% | $145,884-72.0% |
| Participation rate | 55.0% | 76.5%-21.5pp | 69.6%-14.6pp | 80.3%-25.3pp |
| Annual return | 7.51% | 14408.70%-14401.2pp | 9461.77%-9454.3pp | 551.85%-544.3pp |
| Employer contribution / active EE | $994 | $5,540-82.1% | $4,153-76.1% | $4,662-78.7% |
| Participant deferral / active EE | $2,545 | $4,985-48.9% | $4,166-38.9% | $6,690-62.0% |
| Admin fee / account holder | $390 | $9,912-96.1% | $7,686-94.9% | $13,392-97.1% |