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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 | $34,775 | $88,754-60.8% | $81,820-57.5% | $145,877-76.2% |
| Participation rate | 22.2% | 75.1%-52.9pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | 6.50% | 1031.77%-1025.3pp | 777.93%-771.4pp | 551.28%-544.8pp |
| Employer contribution / active EE | $511 | $3,085-83.4% | $2,915-82.5% | $4,663-89.0% |
| Participant deferral / active EE | $1,294 | $4,648-72.2% | $4,323-70.1% | $6,691-80.7% |
| Admin fee / account holder | $409 | $8,424-95.1% | $7,391-94.5% | $13,402-97.0% |