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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 | $22,271 | $88,778-74.9% | $81,844-72.8% | $145,884-84.7% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 6.57% | 1033.03%-1026.5pp | 778.87%-772.3pp | 551.85%-545.3pp |
| Employer contribution / active EE | $427 | $3,087-86.2% | $2,916-85.4% | $4,662-90.9% |
| Participant deferral / active EE | $681 | $4,648-85.4% | $4,323-84.3% | $6,690-89.8% |
| Admin fee / account holder | $12,880 | $8,430+52.8% | $7,355+75.1% | $13,392-3.8% |