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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 | $13,641 | $88,754-84.6% | $81,820-83.3% | $145,877-90.6% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 7.85% | 1031.77%-1023.9pp | 777.93%-770.1pp | 551.28%-543.4pp |
| Employer contribution / active EE | $920 | $3,085-70.2% | $2,915-68.5% | $4,663-80.3% |
| Participant deferral / active EE | $1,495 | $4,648-67.8% | $4,323-65.4% | $6,691-77.7% |
| Admin fee / account holder | $7,279 | $8,424-13.6% | $7,391-1.5% | $13,402-45.7% |