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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 | $20,490 | $72,071-71.6% | $68,368-70.0% | $137,256-85.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 11.10% | 353.14%-342.0pp | 292.57%-281.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,837 | $2,788-34.1% | $2,649-30.6% | $4,156-55.8% |
| Participant deferral / active EE | $4,353 | $4,410-1.3% | $4,123+5.6% | $6,407-32.0% |
| Admin fee / account holder | $17,207 | $5,336+222.5% | $5,150+234.1% | $12,270+40.2% |