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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 | $11,360 | $88,754-87.2% | $81,820-86.1% | $145,877-92.2% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 3.10% | 1031.77%-1028.7pp | 777.93%-774.8pp | 551.28%-548.2pp |
| Employer contribution / active EE | $994 | $3,085-67.8% | $2,915-65.9% | $4,663-78.7% |
| Participant deferral / active EE | $1,313 | $4,648-71.8% | $4,323-69.6% | $6,691-80.4% |
| Admin fee / account holder | $38,319 | $8,424+354.9% | $7,391+418.5% | $13,402+185.9% |