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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 | $88,710-76.6% | $81,783-74.7% | $145,959-85.8% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 6.60% | 1027.26%-1020.7pp | 775.05%-768.5pp | 561.95%-555.3pp |
| Employer contribution / active EE | $1,336 | $3,083-56.7% | $2,913-54.1% | $4,661-71.3% |
| Participant deferral / active EE | $3,099 | $4,645-33.3% | $4,320-28.3% | $6,689-53.7% |
| Admin fee / account holder | $4,854 | $8,407-42.3% | $7,380-34.2% | $13,398-63.8% |