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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 | $17,202 | $90,691-81.0% | $76,119-77.4% | $145,884-88.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 7.98% | 624.52%-616.5pp | 361.25%-353.3pp | 551.85%-543.9pp |
| Employer contribution / active EE | $1,763 | $3,329-47.0% | $2,693-34.5% | $4,662-62.2% |
| Participant deferral / active EE | $2,130 | $5,167-58.8% | $4,259-50.0% | $6,690-68.2% |
| Admin fee / account holder | $6,752 | $8,383-19.5% | $6,421+5.2% | $13,392-49.6% |