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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 | $20,723 | $72,426-71.4% | $67,560-69.3% | $145,897-85.8% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 8.73% | 7226.78%-7218.1pp | 3533.50%-3524.8pp | 552.29%-543.6pp |
| Employer contribution / active EE | $1,502 | $3,074-51.2% | $2,737-45.1% | $4,663-67.8% |
| Participant deferral / active EE | $2,945 | $4,785-38.5% | $4,004-26.5% | $6,689-56.0% |
| Admin fee / account holder | $9,112 | $5,514+65.2% | $3,994+128.1% | $13,390-32.0% |