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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 | $21,133 | $72,071-70.7% | $68,368-69.1% | $137,256-84.6% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 9.79% | 353.14%-343.3pp | 292.57%-282.8pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,655 | $2,788-40.6% | $2,649-37.5% | $4,156-60.2% |
| Participant deferral / active EE | $1,655 | $4,410-62.5% | $4,123-59.9% | $6,407-74.2% |
| Admin fee / account holder | $341 | $5,336-93.6% | $5,150-93.4% | $12,270-97.2% |