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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 | $28,714 | $176,077-83.7% | $159,455-82.0% | $167,518-82.9% |
| Participation rate | 40.0% | 84.9%-44.9pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 7.92% | 331.83%-323.9pp | 263.63%-255.7pp | 478.71%-470.8pp |
| Employer contribution / active EE | $1,231 | $5,298-76.8% | $4,830-74.5% | $4,838-74.6% |
| Participant deferral / active EE | $9,110 | $7,751+17.5% | $7,353+23.9% | $6,342+43.6% |
| Admin fee / account holder | $4,094 | $12,556-67.4% | $10,800-62.1% | $12,312-66.8% |