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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 | $19,567 | $88,815-78.0% | $81,882-76.1% | $145,897-86.6% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 7.36% | 1033.75%-1026.4pp | 779.47%-772.1pp | 552.29%-544.9pp |
| Employer contribution / active EE | $607 | $3,086-80.3% | $2,916-79.2% | $4,663-87.0% |
| Participant deferral / active EE | $921 | $4,647-80.2% | $4,323-78.7% | $6,689-86.2% |
| Admin fee / account holder | $7,624 | $8,434-9.6% | $7,360+3.6% | $13,390-43.1% |