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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 | $23,595 | $180,749-86.9% | $160,784-85.3% | $137,256-82.8% |
| Participation rate | 57.1% | 80.0%-22.8pp | 77.0%-19.8pp | 80.0%-22.8pp |
| Annual return | 5.18% | 2234.46%-2229.3pp | 1803.92%-1798.7pp | 220.34%-215.2pp |
| Employer contribution / active EE | $1,681 | $4,155-59.5% | $3,733-55.0% | $4,156-59.5% |
| Participant deferral / active EE | $2,046 | $6,844-70.1% | $6,293-67.5% | $6,407-68.1% |
| Admin fee / account holder | $423 | $10,397-95.9% | $9,717-95.6% | $12,270-96.6% |