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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 | $28,294 | $88,754-68.1% | $81,820-65.4% | $145,877-80.6% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 7.10% | 1031.77%-1024.7pp | 777.93%-770.8pp | 551.28%-544.2pp |
| Employer contribution / active EE | $958 | $3,085-68.9% | $2,915-67.1% | $4,663-79.5% |
| Participant deferral / active EE | $2,245 | $4,648-51.7% | $4,323-48.1% | $6,691-66.4% |
| Admin fee / account holder | $25,164 | $8,424+198.7% | $7,391+240.5% | $13,402+87.8% |