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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 | $37,610 | $88,815-57.7% | $81,882-54.1% | $145,897-74.2% |
| Participation rate | 22.2% | 75.1%-52.9pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | 8.78% | 1033.75%-1025.0pp | 779.47%-770.7pp | 552.29%-543.5pp |
| Employer contribution / active EE | $681 | $3,086-78.0% | $2,916-76.7% | $4,663-85.4% |
| Participant deferral / active EE | $945 | $4,647-79.7% | $4,323-78.2% | $6,689-85.9% |
| Admin fee / account holder | $755 | $8,434-91.1% | $7,360-89.7% | $13,390-94.4% |