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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 | $41,824 | $109,863-61.9% | $98,477-57.5% | $167,518-75.0% |
| Participation rate | 57.1% | 75.8%-18.7pp | 73.3%-16.2pp | 82.1%-25.0pp |
| Annual return | 7.04% | 1958.09%-1951.0pp | 1493.59%-1486.5pp | 478.71%-471.7pp |
| Employer contribution / active EE | $2,204 | $3,225-31.7% | $2,961-25.5% | $4,838-54.4% |
| Participant deferral / active EE | $2,886 | $4,673-38.2% | $4,276-32.5% | $6,342-54.5% |
| Admin fee / account holder | $3,656 | $6,755-45.9% | $5,951-38.6% | $12,312-70.3% |