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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 | $70,366-70.0% | $66,674-68.3% | $138,895-84.8% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.7%-11.2pp | 79.9%-17.4pp |
| Annual return | 9.79% | 386.41%-376.6pp | 321.24%-311.4pp | 145.39%-135.6pp |
| Employer contribution / active EE | $1,655 | $2,765-40.2% | $2,620-36.8% | $4,194-60.5% |
| Participant deferral / active EE | $1,655 | $4,374-62.2% | $4,084-59.5% | $6,396-74.1% |
| Admin fee / account holder | $341 | $5,262-93.5% | $5,098-93.3% | $12,562-97.3% |