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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 | $23,295 | $88,815-73.8% | $81,882-71.6% | $145,897-84.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 8.61% | 1033.75%-1025.1pp | 779.47%-770.9pp | 552.29%-543.7pp |
| Employer contribution / active EE | $1,169 | $3,086-62.1% | $2,916-59.9% | $4,663-74.9% |
| Participant deferral / active EE | $2,652 | $4,647-42.9% | $4,323-38.7% | $6,689-60.4% |
| Admin fee / account holder | $577 | $8,434-93.2% | $7,360-92.2% | $13,390-95.7% |