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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 | $88,710-84.6% | $81,783-83.3% | $145,959-90.7% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 7.85% | 1027.26%-1019.4pp | 775.05%-767.2pp | 561.95%-554.1pp |
| Employer contribution / active EE | $920 | $3,083-70.2% | $2,913-68.4% | $4,661-80.3% |
| Participant deferral / active EE | $1,495 | $4,645-67.8% | $4,320-65.4% | $6,689-77.6% |
| Admin fee / account holder | $7,279 | $8,407-13.4% | $7,380-1.4% | $13,398-45.7% |