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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 | $42,520 | $88,778-52.1% | $81,844-48.0% | $145,884-70.9% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 7.89% | 1033.03%-1025.1pp | 778.87%-771.0pp | 551.85%-544.0pp |
| Employer contribution / active EE | $715 | $3,087-76.8% | $2,916-75.5% | $4,662-84.7% |
| Participant deferral / active EE | $2,691 | $4,648-42.1% | $4,323-37.7% | $6,690-59.8% |
| Admin fee / account holder | $395 | $8,430-95.3% | $7,355-94.6% | $13,392-97.1% |