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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 | $19,949 | $88,702-77.5% | $81,780-75.6% | $145,978-86.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 5.65% | 1029.12%-1023.5pp | 776.27%-770.6pp | 550.52%-544.9pp |
| Employer contribution / active EE | $1,351 | $3,084-56.2% | $2,914-53.6% | $4,662-71.0% |
| Participant deferral / active EE | $2,401 | $4,645-48.3% | $4,321-44.4% | $6,690-64.1% |
| Admin fee / account holder | $969 | $8,414-88.5% | $7,384-86.9% | $13,400-92.8% |