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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 | $26,567 | $88,778-70.1% | $81,844-67.5% | $145,884-81.8% |
| Participation rate | 36.4% | 75.1%-38.7pp | 72.4%-36.0pp | 80.3%-43.9pp |
| Annual return | 8.27% | 1033.03%-1024.8pp | 778.87%-770.6pp | 551.85%-543.6pp |
| Employer contribution / active EE | $699 | $3,087-77.4% | $2,916-76.0% | $4,662-85.0% |
| Participant deferral / active EE | $3,286 | $4,648-29.3% | $4,323-24.0% | $6,690-50.9% |
| Admin fee / account holder | $684 | $8,430-91.9% | $7,355-90.7% | $13,392-94.9% |