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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 | $23,020 | $176,120-86.9% | $159,487-85.6% | $167,553-86.3% |
| Participation rate | 57.9% | 85.0%-27.1pp | 82.8%-24.9pp | 82.1%-24.2pp |
| Annual return | 9.82% | 331.95%-322.1pp | 263.71%-253.9pp | 478.89%-469.1pp |
| Employer contribution / active EE | $1,055 | $5,299-80.1% | $4,831-78.2% | $4,840-78.2% |
| Participant deferral / active EE | $3,034 | $7,752-60.9% | $7,354-58.7% | $6,343-52.2% |
| Admin fee / account holder | $2,784 | $12,561-77.8% | $10,804-74.2% | $12,316-77.4% |