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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 | $21,897 | $129,737-83.1% | $119,126-81.6% | $154,746-85.8% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 9.51% | 379.08%-369.6pp | 282.11%-272.6pp | 172.34%-162.8pp |
| Employer contribution / active EE | $1,059 | $4,375-75.8% | $4,034-73.7% | $4,379-75.8% |
| Participant deferral / active EE | $2,241 | $5,842-61.6% | $5,318-57.9% | $6,730-66.7% |
| Admin fee / account holder | $83,369 | $11,961+597.0% | $10,693+679.6% | $14,365+480.4% |