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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 | $11,590 | $169,356-93.2% | $129,406-91.0% | $145,897-92.1% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 7.57% | 14418.62%-14411.0pp | 9468.18%-9460.6pp | 552.29%-544.7pp |
| Employer contribution / active EE | $564 | $5,542-89.8% | $4,155-86.4% | $4,663-87.9% |
| Participant deferral / active EE | $987 | $4,987-80.2% | $4,167-76.3% | $6,689-85.2% |
| Admin fee / account holder | $3,715 | $9,915-62.5% | $7,689-51.7% | $13,390-72.3% |