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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 | $21,354 | $102,595-79.2% | $94,057-77.3% | $154,746-86.2% |
| Participation rate | 54.5% | 76.0%-21.4pp | 73.3%-18.8pp | 80.7%-26.2pp |
| Annual return | 8.02% | 583.42%-575.4pp | 480.62%-472.6pp | 172.34%-164.3pp |
| Employer contribution / active EE | $1,121 | $3,147-64.4% | $2,933-61.8% | $4,379-74.4% |
| Participant deferral / active EE | $1,485 | $5,118-71.0% | $4,709-68.5% | $6,730-77.9% |
| Admin fee / account holder | $1,403 | $7,736-81.9% | $7,244-80.6% | $14,365-90.2% |