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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 | $88,778-75.9% | $81,844-73.8% | $145,884-85.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 8.00% | 1033.03%-1025.0pp | 778.87%-770.9pp | 551.85%-543.8pp |
| Employer contribution / active EE | $1,734 | $3,087-43.8% | $2,916-40.5% | $4,662-62.8% |
| Participant deferral / active EE | $2,060 | $4,648-55.7% | $4,323-52.4% | $6,690-69.2% |
| Admin fee / account holder | $20,738 | $8,430+146.0% | $7,355+181.9% | $13,392+54.9% |