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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 | $23,796 | $96,691-75.4% | $86,656-72.5% | $139,487-82.9% |
| Participation rate | 63.6% | 74.4%-10.8pp | 71.7%-8.1pp | 80.3%-16.7pp |
| Annual return | 10.20% | 106.87%-96.7pp | 593.09%-582.9pp | 373.84%-363.6pp |
| Employer contribution / active EE | $1,539 | $3,267-52.9% | $3,025-49.1% | $4,755-67.6% |
| Participant deferral / active EE | $2,100 | $4,838-56.6% | $4,439-52.7% | $6,713-68.7% |
| Admin fee / account holder | $4,952 | $6,414-22.8% | $5,619-11.9% | $11,407-56.6% |