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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 | $17,954 | $88,778-79.8% | $81,844-78.1% | $145,884-87.7% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 3.07% | 1033.03%-1030.0pp | 778.87%-775.8pp | 551.85%-548.8pp |
| Employer contribution / active EE | $339 | $3,087-89.0% | $2,916-88.4% | $4,662-92.7% |
| Participant deferral / active EE | $1,464 | $4,648-68.5% | $4,323-66.1% | $6,690-78.1% |
| Admin fee / account holder | $26,459 | $8,430+213.9% | $7,355+259.7% | $13,392+97.6% |