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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 | $29,759 | $70,366-57.7% | $66,674-55.4% | $138,895-78.6% |
| Participation rate | 23.1% | 76.2%-53.1pp | 73.7%-50.6pp | 79.9%-56.8pp |
| Annual return | 13.23% | 386.41%-373.2pp | 321.24%-308.0pp | 145.39%-132.2pp |
| Employer contribution / active EE | $663 | $2,765-76.0% | $2,620-74.7% | $4,194-84.2% |
| Participant deferral / active EE | $1,562 | $4,374-64.3% | $4,084-61.8% | $6,396-75.6% |
| Admin fee / account holder | $1,697 | $5,262-67.7% | $5,098-66.7% | $12,562-86.5% |