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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 | $24,657 | $169,336-85.4% | $129,384-80.9% | $145,884-83.1% |
| Participation rate | 41.2% | 76.5%-35.3pp | 69.6%-28.5pp | 80.3%-39.1pp |
| Annual return | 4.90% | 14408.70%-14403.8pp | 9461.77%-9456.9pp | 551.85%-547.0pp |
| Employer contribution / active EE | $386 | $5,540-93.0% | $4,153-90.7% | $4,662-91.7% |
| Participant deferral / active EE | $1,638 | $4,985-67.1% | $4,166-60.7% | $6,690-75.5% |
| Admin fee / account holder | $6,837 | $9,912-31.0% | $7,686-11.0% | $13,392-48.9% |