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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 | $24,790 | $57,305-56.7% | $86,640-71.4% | $75,173-67.0% |
| Participation rate | 55.6% | 63.2%-7.7pp | 71.7%-16.2pp | 67.2%-11.6pp |
| Annual return | 10.96% | 2674.24%-2663.3pp | 592.52%-581.6pp | 160.72%-149.8pp |
| Employer contribution / active EE | $1,663 | $2,316-28.2% | $3,024-45.0% | $2,671-37.7% |
| Participant deferral / active EE | $1,198 | $3,320-63.9% | $4,438-73.0% | $4,126-71.0% |
| Admin fee / account holder | $1,212 | $4,116-70.5% | $5,616-78.4% | $5,651-78.5% |