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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 | $59,956 | $88,702-32.4% | $81,780-26.7% | $145,978-58.9% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 8.10% | 1029.12%-1021.0pp | 776.27%-768.2pp | 550.52%-542.4pp |
| Employer contribution / active EE | $1,072 | $3,084-65.3% | $2,914-63.2% | $4,662-77.0% |
| Participant deferral / active EE | $3,043 | $4,645-34.5% | $4,321-29.6% | $6,690-54.5% |
| Admin fee / account holder | $1,360 | $8,414-83.8% | $7,384-81.6% | $13,400-89.9% |