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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 | $21,717 | $88,702-75.5% | $81,780-73.4% | $145,978-85.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 6.83% | 1029.12%-1022.3pp | 776.27%-769.4pp | 550.52%-543.7pp |
| Employer contribution / active EE | $567 | $3,084-81.6% | $2,914-80.5% | $4,662-87.8% |
| Participant deferral / active EE | $1,725 | $4,645-62.9% | $4,321-60.1% | $6,690-74.2% |
| Admin fee / account holder | $824 | $8,414-90.2% | $7,384-88.8% | $13,400-93.9% |