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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 | $28,881 | $109,905-73.7% | $98,506-70.7% | $167,553-82.8% |
| Participation rate | 57.9% | 75.8%-17.9pp | 73.3%-15.4pp | 82.1%-24.2pp |
| Annual return | 7.71% | 1960.20%-1952.5pp | 1494.92%-1487.2pp | 478.89%-471.2pp |
| Employer contribution / active EE | $826 | $3,226-74.4% | $2,961-72.1% | $4,840-82.9% |
| Participant deferral / active EE | $1,841 | $4,674-60.6% | $4,277-56.9% | $6,343-71.0% |
| Admin fee / account holder | $4,783 | $6,760-29.2% | $5,955-19.7% | $12,316-61.2% |