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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 | $25,769 | $88,778-71.0% | $81,844-68.5% | $145,884-82.3% |
| Participation rate | 52.6% | 75.1%-22.4pp | 72.4%-19.7pp | 80.3%-27.7pp |
| Annual return | 6.57% | 1033.03%-1026.5pp | 778.87%-772.3pp | 551.85%-545.3pp |
| Employer contribution / active EE | $1,175 | $3,087-62.0% | $2,916-59.7% | $4,662-74.8% |
| Participant deferral / active EE | $2,251 | $4,648-51.6% | $4,323-47.9% | $6,690-66.4% |
| Admin fee / account holder | $11,386 | $8,430+35.1% | $7,355+54.8% | $13,392-15.0% |