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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 | $46,906 | $202,342-76.8% | $172,753-72.8% | $152,909-69.3% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 6.09% | 1029.88%-1023.8pp | 803.00%-796.9pp | 345.46%-339.4pp |
| Employer contribution / active EE | $2,200 | $5,857-62.4% | $5,144-57.2% | $4,764-53.8% |
| Participant deferral / active EE | $2,410 | $5,948-59.5% | $5,198-53.6% | $5,851-58.8% |
| Admin fee / account holder | $1,712 | $17,112-90.0% | $13,956-87.7% | $11,601-85.2% |