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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 | $72,426-80.2% | $67,560-78.7% | $145,897-90.1% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.3pp | 80.3%-13.6pp |
| Annual return | 8.44% | 7226.78%-7218.3pp | 3533.50%-3525.1pp | 552.29%-543.9pp |
| Employer contribution / active EE | $659 | $3,074-78.6% | $2,737-75.9% | $4,663-85.9% |
| Participant deferral / active EE | $1,430 | $4,785-70.1% | $4,004-64.3% | $6,689-78.6% |
| Admin fee / account holder | $1,345 | $5,514-75.6% | $3,994-66.3% | $13,390-90.0% |