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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 | $21,360 | $96,691-77.9% | $86,656-75.4% | $139,487-84.7% |
| Participation rate | 58.3% | 74.4%-16.1pp | 71.7%-13.4pp | 80.3%-22.0pp |
| Annual return | 10.65% | 106.87%-96.2pp | 593.09%-582.4pp | 373.84%-363.2pp |
| Employer contribution / active EE | $1,917 | $3,267-41.3% | $3,025-36.6% | $4,755-59.7% |
| Participant deferral / active EE | $1,100 | $4,838-77.3% | $4,439-75.2% | $6,713-83.6% |
| Admin fee / account holder | $2,839 | $6,414-55.7% | $5,619-49.5% | $11,407-75.1% |