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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 | $8,254 | $100,073-91.8% | $85,126-90.3% | $145,877-94.3% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 4.17% | 84.11%-79.9pp | 66.63%-62.5pp | 551.28%-547.1pp |
| Employer contribution / active EE | $1,045 | $3,236-67.7% | $2,731-61.7% | $4,663-77.6% |
| Participant deferral / active EE | $1,716 | $5,294-67.6% | $4,523-62.1% | $6,691-74.4% |
| Admin fee / account holder | $5,394 | $7,261-25.7% | $6,160-12.4% | $13,402-59.8% |