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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 | $22,744 | $88,815-74.4% | $81,882-72.2% | $145,897-84.4% |
| Participation rate | 61.5% | 75.1%-13.5pp | 72.4%-10.8pp | 80.3%-18.8pp |
| Annual return | 5.81% | 1033.75%-1027.9pp | 779.47%-773.7pp | 552.29%-546.5pp |
| Employer contribution / active EE | $1,184 | $3,086-61.6% | $2,916-59.4% | $4,663-74.6% |
| Participant deferral / active EE | $2,042 | $4,647-56.1% | $4,323-52.8% | $6,689-69.5% |
| Admin fee / account holder | $18,357 | $8,434+117.6% | $7,360+149.4% | $13,390+37.1% |