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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 | $8,253 | $169,361-95.1% | $129,397-93.6% | $145,877-94.3% |
| Participation rate | 42.9% | 76.5%-33.6pp | 69.6%-26.8pp | 80.3%-37.4pp |
| Annual return | 6.69% | 14395.54%-14388.9pp | 9453.98%-9447.3pp | 551.28%-544.6pp |
| Employer contribution / active EE | $521 | $5,542-90.6% | $4,154-87.5% | $4,663-88.8% |
| Participant deferral / active EE | $557 | $4,987-88.8% | $4,167-86.6% | $6,691-91.7% |
| Admin fee / account holder | $25,148 | $9,903+153.9% | $7,679+227.5% | $13,402+87.6% |