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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 | $21,476 | $88,815-75.8% | $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 | 1.01% | 1033.75%-1032.7pp | 779.47%-778.5pp | 552.29%-551.3pp |
| Employer contribution / active EE | $1,700 | $3,086-44.9% | $2,916-41.7% | $4,663-63.6% |
| Participant deferral / active EE | $3,350 | $4,647-27.9% | $4,323-22.5% | $6,689-49.9% |
| Admin fee / account holder | $800 | $8,434-90.5% | $7,360-89.1% | $13,390-94.0% |