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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 | $10,545 | $180,749-94.2% | $160,784-93.4% | $137,256-92.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 1.03% | 2234.46%-2233.4pp | 1803.92%-1802.9pp | 220.34%-219.3pp |
| Employer contribution / active EE | $13,851 | $4,155+233.3% | $3,733+271.1% | $4,156+233.3% |
| Participant deferral / active EE | $8,983 | $6,844+31.2% | $6,293+42.7% | $6,407+40.2% |
| Admin fee / account holder | $353,440 | $10,397+3299.5% | $9,717+3537.4% | $12,270+2780.5% |