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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 | $100,139-91.8% | $85,187-90.3% | $145,884-94.3% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 4.17% | 84.15%-80.0pp | 66.67%-62.5pp | 551.85%-547.7pp |
| Employer contribution / active EE | $1,045 | $3,238-67.7% | $2,732-61.8% | $4,662-77.6% |
| Participant deferral / active EE | $1,716 | $5,296-67.6% | $4,525-62.1% | $6,690-74.3% |
| Admin fee / account holder | $5,394 | $7,262-25.7% | $6,162-12.5% | $13,392-59.7% |