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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 | $20,725 | $88,815-76.7% | $81,882-74.7% | $145,897-85.8% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 6.60% | 1033.75%-1027.1pp | 779.47%-772.9pp | 552.29%-545.7pp |
| Employer contribution / active EE | $1,336 | $3,086-56.7% | $2,916-54.2% | $4,663-71.4% |
| Participant deferral / active EE | $3,099 | $4,647-33.3% | $4,323-28.3% | $6,689-53.7% |
| Admin fee / account holder | $4,854 | $8,434-42.5% | $7,360-34.0% | $13,390-63.8% |