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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 | $20,682 | $88,778-76.7% | $81,844-74.7% | $145,884-85.8% |
| Participation rate | 30.8% | 75.1%-44.3pp | 72.4%-41.6pp | 80.3%-49.5pp |
| Annual return | 9.06% | 1033.03%-1024.0pp | 778.87%-769.8pp | 551.85%-542.8pp |
| Employer contribution / active EE | $609 | $3,087-80.3% | $2,916-79.1% | $4,662-86.9% |
| Participant deferral / active EE | $2,251 | $4,648-51.6% | $4,323-47.9% | $6,690-66.3% |
| Admin fee / account holder | $2,905 | $8,430-65.5% | $7,355-60.5% | $13,392-78.3% |