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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 | $31,909 | $88,778-64.1% | $81,844-61.0% | $145,884-78.1% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 7.74% | 1033.03%-1025.3pp | 778.87%-771.1pp | 551.85%-544.1pp |
| Employer contribution / active EE | $835 | $3,087-73.0% | $2,916-71.4% | $4,662-82.1% |
| Participant deferral / active EE | $1,430 | $4,648-69.2% | $4,323-66.9% | $6,690-78.6% |
| Admin fee / account holder | $25,146 | $8,430+198.3% | $7,355+241.9% | $13,392+87.8% |