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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 | $16,726 | $88,754-81.2% | $81,820-79.6% | $145,877-88.5% |
| Participation rate | 55.6% | 75.1%-19.5pp | 72.4%-16.8pp | 80.3%-24.7pp |
| Annual return | 6.80% | 1031.77%-1025.0pp | 777.93%-771.1pp | 551.28%-544.5pp |
| Employer contribution / active EE | $553 | $3,085-82.1% | $2,915-81.0% | $4,663-88.1% |
| Participant deferral / active EE | $2,624 | $4,648-43.5% | $4,323-39.3% | $6,691-60.8% |
| Admin fee / account holder | $3,502 | $8,424-58.4% | $7,391-52.6% | $13,402-73.9% |