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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 | $54,192 | $88,754-38.9% | $81,820-33.8% | $145,877-62.9% |
| Participation rate | 22.2% | 75.1%-52.9pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | 4.83% | 1031.77%-1026.9pp | 777.93%-773.1pp | 551.28%-546.5pp |
| Employer contribution / active EE | $717 | $3,085-76.8% | $2,915-75.4% | $4,663-84.6% |
| Participant deferral / active EE | $2,661 | $4,648-42.8% | $4,323-38.5% | $6,691-60.2% |
| Admin fee / account holder | $853 | $8,424-89.9% | $7,391-88.5% | $13,402-93.6% |