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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 | $38,930 | $68,097-42.8% | $62,929-38.1% | $137,256-71.6% |
| Participation rate | 40.0% | 77.4%-37.4pp | 73.1%-33.1pp | 80.0%-40.0pp |
| Annual return | 8.63% | 1859.11%-1850.5pp | 1063.93%-1055.3pp | 220.34%-211.7pp |
| Employer contribution / active EE | $1,080 | $2,811-61.6% | $2,505-56.9% | $4,156-74.0% |
| Participant deferral / active EE | $1,350 | $4,553-70.3% | $3,888-65.3% | $6,407-78.9% |
| Admin fee / account holder | $2,036 | $6,521-68.8% | $5,065-59.8% | $12,270-83.4% |