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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 | $23,483 | $99,009-76.3% | $86,581-72.9% | $147,585-84.1% |
| Participation rate | 57.1% | 76.3%-19.2pp | 73.5%-16.4pp | 82.8%-25.7pp |
| Annual return | 6.69% | 1312.70%-1306.0pp | 965.06%-958.4pp | 578.58%-571.9pp |
| Employer contribution / active EE | $543 | $3,132-82.7% | $2,840-80.9% | $4,876-88.9% |
| Participant deferral / active EE | $811 | $3,972-79.6% | $3,609-77.5% | $5,439-85.1% |
| Admin fee / account holder | $4,699 | $5,709-17.7% | $4,904-4.2% | $10,886-56.8% |