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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 | $88,702-77.5% | $81,780-75.6% | $145,978-86.3% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 7.31% | 1029.12%-1021.8pp | 776.27%-769.0pp | 550.52%-543.2pp |
| Employer contribution / active EE | $1,088 | $3,084-64.7% | $2,914-62.7% | $4,662-76.7% |
| Participant deferral / active EE | $1,756 | $4,645-62.2% | $4,321-59.3% | $6,690-73.7% |
| Admin fee / account holder | $3,391 | $8,414-59.7% | $7,384-54.1% | $13,400-74.7% |