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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 | $14,374 | $72,446-80.2% | $67,561-78.7% | $145,877-90.1% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 8.44% | 7211.98%-7203.5pp | 3525.44%-3517.0pp | 551.28%-542.8pp |
| Employer contribution / active EE | $659 | $3,072-78.6% | $2,735-75.9% | $4,663-85.9% |
| Participant deferral / active EE | $1,430 | $4,785-70.1% | $4,003-64.3% | $6,691-78.6% |
| Admin fee / account holder | $1,345 | $5,541-75.7% | $4,006-66.4% | $13,402-90.0% |