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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 | $21,430 | $88,754-75.9% | $81,820-73.8% | $145,877-85.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 8.00% | 1031.77%-1023.8pp | 777.93%-769.9pp | 551.28%-543.3pp |
| Employer contribution / active EE | $1,734 | $3,085-43.8% | $2,915-40.5% | $4,663-62.8% |
| Participant deferral / active EE | $2,060 | $4,648-55.7% | $4,323-52.4% | $6,691-69.2% |
| Admin fee / account holder | $20,738 | $8,424+146.2% | $7,391+180.6% | $13,402+54.7% |