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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 | $26,788 | $88,702-69.8% | $81,780-67.2% | $145,978-81.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 4.91% | 1029.12%-1024.2pp | 776.27%-771.4pp | 550.52%-545.6pp |
| Employer contribution / active EE | $922 | $3,084-70.1% | $2,914-68.4% | $4,662-80.2% |
| Participant deferral / active EE | $2,464 | $4,645-47.0% | $4,321-43.0% | $6,690-63.2% |
| Admin fee / account holder | $350 | $8,414-95.8% | $7,384-95.3% | $13,400-97.4% |