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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 | $88,815-75.9% | $81,882-73.8% | $145,897-85.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 8.00% | 1033.75%-1025.7pp | 779.47%-771.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $1,734 | $3,086-43.8% | $2,916-40.5% | $4,663-62.8% |
| Participant deferral / active EE | $2,060 | $4,647-55.7% | $4,323-52.4% | $6,689-69.2% |
| Admin fee / account holder | $20,738 | $8,434+145.9% | $7,360+181.8% | $13,390+54.9% |