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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 | $58,020 | $88,815-34.7% | $81,882-29.1% | $145,897-60.2% |
| Participation rate | 27.8% | 75.1%-47.3pp | 72.4%-44.6pp | 80.3%-52.5pp |
| Annual return | 8.99% | 1033.75%-1024.8pp | 779.47%-770.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $696 | $3,086-77.5% | $2,916-76.1% | $4,663-85.1% |
| Participant deferral / active EE | $1,716 | $4,647-63.1% | $4,323-60.3% | $6,689-74.3% |
| Admin fee / account holder | $641 | $8,434-92.4% | $7,360-91.3% | $13,390-95.2% |