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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 | $22,179 | $88,702-75.0% | $81,780-72.9% | $145,978-84.8% |
| Participation rate | 41.2% | 75.0%-33.9pp | 72.4%-31.2pp | 80.3%-39.1pp |
| Annual return | 9.17% | 1029.12%-1020.0pp | 776.27%-767.1pp | 550.52%-541.3pp |
| Employer contribution / active EE | $2,241 | $3,084-27.3% | $2,914-23.1% | $4,662-51.9% |
| Participant deferral / active EE | $3,328 | $4,645-28.4% | $4,321-23.0% | $6,690-50.3% |
| Admin fee / account holder | $2,635 | $8,414-68.7% | $7,384-64.3% | $13,400-80.3% |