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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 | $22,188 | $88,778-75.0% | $81,844-72.9% | $145,884-84.8% |
| Participation rate | 14.3% | 75.1%-60.8pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | 5.95% | 1033.03%-1027.1pp | 778.87%-772.9pp | 551.85%-545.9pp |
| Employer contribution / active EE | $553 | $3,087-82.1% | $2,916-81.1% | $4,662-88.1% |
| Participant deferral / active EE | $1,419 | $4,648-69.5% | $4,323-67.2% | $6,690-78.8% |
| Admin fee / account holder | $20,779 | $8,430+146.5% | $7,355+182.5% | $13,392+55.2% |