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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 | $19,990 | $88,815-77.5% | $81,882-75.6% | $145,897-86.3% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 7.31% | 1033.75%-1026.4pp | 779.47%-772.2pp | 552.29%-545.0pp |
| Employer contribution / active EE | $1,088 | $3,086-64.8% | $2,916-62.7% | $4,663-76.7% |
| Participant deferral / active EE | $1,756 | $4,647-62.2% | $4,323-59.4% | $6,689-73.7% |
| Admin fee / account holder | $3,391 | $8,434-59.8% | $7,360-53.9% | $13,390-74.7% |