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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 | $88,754-57.6% | $81,820-54.0% | $145,877-74.2% |
| Participation rate | 22.2% | 75.1%-52.9pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | 8.78% | 1031.77%-1023.0pp | 777.93%-769.2pp | 551.28%-542.5pp |
| Employer contribution / active EE | $681 | $3,085-77.9% | $2,915-76.7% | $4,663-85.4% |
| Participant deferral / active EE | $945 | $4,648-79.7% | $4,323-78.1% | $6,691-85.9% |
| Admin fee / account holder | $755 | $8,424-91.0% | $7,391-89.8% | $13,402-94.4% |