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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 | $19,285 | $88,815-78.3% | $81,882-76.4% | $145,897-86.8% |
| Participation rate | 61.9% | 75.1%-13.2pp | 72.4%-10.5pp | 80.3%-18.4pp |
| Annual return | 9.43% | 1033.75%-1024.3pp | 779.47%-770.0pp | 552.29%-542.9pp |
| Employer contribution / active EE | $823 | $3,086-73.3% | $2,916-71.8% | $4,663-82.4% |
| Participant deferral / active EE | $1,974 | $4,647-57.5% | $4,323-54.3% | $6,689-70.5% |
| Admin fee / account holder | $1,323 | $8,434-84.3% | $7,360-82.0% | $13,390-90.1% |