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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 | $88,702-77.9% | $81,780-76.1% | $145,978-86.6% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 7.36% | 1029.12%-1021.8pp | 776.27%-768.9pp | 550.52%-543.2pp |
| Employer contribution / active EE | $607 | $3,084-80.3% | $2,914-79.2% | $4,662-87.0% |
| Participant deferral / active EE | $921 | $4,645-80.2% | $4,321-78.7% | $6,690-86.2% |
| Admin fee / account holder | $7,624 | $8,414-9.4% | $7,384+3.2% | $13,400-43.1% |