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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 | $6,571 | $96,361-93.2% | $80,607-91.8% | $139,456-95.3% |
| Participation rate | 57.1% | 73.6%-16.5pp | 67.0%-9.9pp | 80.3%-23.2pp |
| Annual return | 9.40% | 1350.95%-1341.5pp | 936.11%-926.7pp | 373.45%-364.0pp |
| Employer contribution / active EE | $2,108 | $3,262-35.4% | $2,724-22.6% | $4,753-55.6% |
| Participant deferral / active EE | $2,486 | $5,232-52.5% | $4,448-44.1% | $6,711-63.0% |
| Admin fee / account holder | $11,419 | $6,601+73.0% | $5,379+112.3% | $11,407+0.1% |