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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 | $17,021 | $90,691-81.2% | $76,119-77.6% | $145,884-88.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 6.72% | 624.52%-617.8pp | 361.25%-354.5pp | 551.85%-545.1pp |
| Employer contribution / active EE | $2,508 | $3,329-24.7% | $2,693-6.8% | $4,662-46.2% |
| Participant deferral / active EE | $4,355 | $5,167-15.7% | $4,259+2.2% | $6,690-34.9% |
| Admin fee / account holder | $4,119 | $8,383-50.9% | $6,421-35.9% | $13,392-69.2% |