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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 | $29,623 | $88,815-66.6% | $81,882-63.8% | $145,897-79.7% |
| Participation rate | 35.0% | 75.1%-40.1pp | 72.4%-37.4pp | 80.3%-45.3pp |
| Annual return | 8.09% | 1033.75%-1025.7pp | 779.47%-771.4pp | 552.29%-544.2pp |
| Employer contribution / active EE | $911 | $3,086-70.5% | $2,916-68.8% | $4,663-80.5% |
| Participant deferral / active EE | $2,009 | $4,647-56.8% | $4,323-53.5% | $6,689-70.0% |
| Admin fee / account holder | $459 | $8,434-94.6% | $7,360-93.8% | $13,390-96.6% |