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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 | $169,361-75.9% | $129,397-68.4% | $145,877-72.0% |
| Participation rate | 55.0% | 76.5%-21.5pp | 69.6%-14.6pp | 80.3%-25.3pp |
| Annual return | 7.51% | 14395.54%-14388.0pp | 9453.98%-9446.5pp | 551.28%-543.8pp |
| Employer contribution / active EE | $994 | $5,542-82.1% | $4,154-76.1% | $4,663-78.7% |
| Participant deferral / active EE | $2,545 | $4,987-49.0% | $4,167-38.9% | $6,691-62.0% |
| Admin fee / account holder | $390 | $9,903-96.1% | $7,679-94.9% | $13,402-97.1% |