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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 | $19,258 | $88,815-78.3% | $81,882-76.5% | $145,897-86.8% |
| Participation rate | 46.7% | 75.1%-28.4pp | 72.4%-25.7pp | 80.3%-33.6pp |
| Annual return | 6.53% | 1033.75%-1027.2pp | 779.47%-772.9pp | 552.29%-545.8pp |
| Employer contribution / active EE | $979 | $3,086-68.3% | $2,916-66.4% | $4,663-79.0% |
| Participant deferral / active EE | $2,550 | $4,647-45.1% | $4,323-41.0% | $6,689-61.9% |
| Admin fee / account holder | $3,138 | $8,434-62.8% | $7,360-57.4% | $13,390-76.6% |