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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 | $63,881 | $88,754-28.0% | $81,820-21.9% | $145,877-56.2% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 8.77% | 1031.77%-1023.0pp | 777.93%-769.2pp | 551.28%-542.5pp |
| Employer contribution / active EE | $768 | $3,085-75.1% | $2,915-73.7% | $4,663-83.5% |
| Participant deferral / active EE | $1,084 | $4,648-76.7% | $4,323-74.9% | $6,691-83.8% |
| Admin fee / account holder | $10,887 | $8,424+29.2% | $7,391+47.3% | $13,402-18.8% |