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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 | $24,250 | $88,710-72.7% | $81,783-70.3% | $145,959-83.4% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 5.76% | 1027.26%-1021.5pp | 775.05%-769.3pp | 561.95%-556.2pp |
| Employer contribution / active EE | $628 | $3,083-79.6% | $2,913-78.4% | $4,661-86.5% |
| Participant deferral / active EE | $1,106 | $4,645-76.2% | $4,320-74.4% | $6,689-83.5% |
| Admin fee / account holder | $15,649 | $8,407+86.1% | $7,380+112.0% | $13,398+16.8% |