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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 | $15,953 | $169,237-90.6% | $129,339-87.7% | $145,978-89.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 6.44% | 14364.43%-14358.0pp | 9437.05%-9430.6pp | 550.52%-544.1pp |
| Employer contribution / active EE | $589 | $5,540-89.4% | $4,154-85.8% | $4,662-87.4% |
| Participant deferral / active EE | $942 | $4,991-81.1% | $4,170-77.4% | $6,690-85.9% |
| Admin fee / account holder | $575 | $9,882-94.2% | $7,668-92.5% | $13,400-95.7% |