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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 | $29,013 | $88,815-67.3% | $81,882-64.6% | $145,897-80.1% |
| Participation rate | 36.4% | 75.1%-38.7pp | 72.4%-36.0pp | 80.3%-43.9pp |
| Annual return | 7.33% | 1033.75%-1026.4pp | 779.47%-772.1pp | 552.29%-545.0pp |
| Employer contribution / active EE | $334 | $3,086-89.2% | $2,916-88.5% | $4,663-92.8% |
| Participant deferral / active EE | $1,446 | $4,647-68.9% | $4,323-66.5% | $6,689-78.4% |
| Admin fee / account holder | $421 | $8,434-95.0% | $7,360-94.3% | $13,390-96.9% |