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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 | $32,668 | $169,361-80.7% | $129,397-74.8% | $145,877-77.6% |
| Participation rate | 37.5% | 76.5%-39.0pp | 69.6%-32.1pp | 80.3%-42.8pp |
| Annual return | 6.66% | 14395.54%-14388.9pp | 9453.98%-9447.3pp | 551.28%-544.6pp |
| Employer contribution / active EE | $783 | $5,542-85.9% | $4,154-81.2% | $4,663-83.2% |
| Participant deferral / active EE | $821 | $4,987-83.5% | $4,167-80.3% | $6,691-87.7% |
| Admin fee / account holder | $774 | $9,903-92.2% | $7,679-89.9% | $13,402-94.2% |