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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 | $20,325 | $72,071-71.8% | $68,368-70.3% | $137,256-85.2% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.0%-25.4pp |
| Annual return | 9.09% | 353.14%-344.1pp | 292.57%-283.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $988 | $2,788-64.5% | $2,649-62.7% | $4,156-76.2% |
| Participant deferral / active EE | $2,704 | $4,410-38.7% | $4,123-34.4% | $6,407-57.8% |
| Admin fee / account holder | $3,898 | $5,336-26.9% | $5,150-24.3% | $12,270-68.2% |