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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 | $21,802 | $90,530-75.9% | $76,030-71.3% | $145,897-85.1% |
| Participation rate | 55.6% | 74.4%-18.9pp | 69.1%-13.5pp | 80.3%-24.8pp |
| Annual return | 4.45% | 625.08%-620.6pp | 361.54%-357.1pp | 552.29%-547.8pp |
| Employer contribution / active EE | $1,073 | $3,319-67.7% | $2,688-60.1% | $4,663-77.0% |
| Participant deferral / active EE | $3,479 | $5,164-32.6% | $4,257-18.3% | $6,689-48.0% |
| Admin fee / account holder | $1,620 | $8,383-80.7% | $6,421-74.8% | $13,390-87.9% |