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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 | $30,927 | $88,815-65.2% | $81,882-62.2% | $145,897-78.8% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 7.72% | 1033.75%-1026.0pp | 779.47%-771.8pp | 552.29%-544.6pp |
| Employer contribution / active EE | $773 | $3,086-75.0% | $2,916-73.5% | $4,663-83.4% |
| Participant deferral / active EE | $2,355 | $4,647-49.3% | $4,323-45.5% | $6,689-64.8% |
| Admin fee / account holder | $60,055 | $8,434+612.0% | $7,360+716.0% | $13,390+348.5% |