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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 | $19,057 | $88,754-78.5% | $81,820-76.7% | $145,877-86.9% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 9.25% | 1031.77%-1022.5pp | 777.93%-768.7pp | 551.28%-542.0pp |
| Employer contribution / active EE | $722 | $3,085-76.6% | $2,915-75.2% | $4,663-84.5% |
| Participant deferral / active EE | $2,981 | $4,648-35.9% | $4,323-31.0% | $6,691-55.4% |
| Admin fee / account holder | $17,410 | $8,424+106.7% | $7,391+135.6% | $13,402+29.9% |