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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 | $102,595-79.4% | $94,057-77.5% | $154,746-86.3% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 80.7%-18.2pp |
| Annual return | 9.79% | 583.42%-573.6pp | 480.62%-470.8pp | 172.34%-162.5pp |
| Employer contribution / active EE | $1,655 | $3,147-47.4% | $2,933-43.6% | $4,379-62.2% |
| Participant deferral / active EE | $1,655 | $5,118-67.7% | $4,709-64.9% | $6,730-75.4% |
| Admin fee / account holder | $341 | $7,736-95.6% | $7,244-95.3% | $14,365-97.6% |