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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 | $100,203-91.8% | $85,240-90.3% | $145,897-94.3% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 4.17% | 84.28%-80.1pp | 66.75%-62.6pp | 552.29%-548.1pp |
| Employer contribution / active EE | $1,045 | $3,242-67.8% | $2,735-61.8% | $4,663-77.6% |
| Participant deferral / active EE | $1,716 | $5,299-67.6% | $4,527-62.1% | $6,689-74.3% |
| Admin fee / account holder | $5,394 | $7,265-25.8% | $6,165-12.5% | $13,390-59.7% |