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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 | $18,353 | $88,702-79.3% | $81,780-77.6% | $145,978-87.4% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 6.68% | 1029.12%-1022.4pp | 776.27%-769.6pp | 550.52%-543.8pp |
| Employer contribution / active EE | $838 | $3,084-72.8% | $2,914-71.2% | $4,662-82.0% |
| Participant deferral / active EE | $2,821 | $4,645-39.3% | $4,321-34.7% | $6,690-57.8% |
| Admin fee / account holder | $1,407 | $8,414-83.3% | $7,384-80.9% | $13,400-89.5% |