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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 | $39,361 | $88,778-55.7% | $81,844-51.9% | $145,884-73.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 9.42% | 1033.03%-1023.6pp | 778.87%-769.4pp | 551.85%-542.4pp |
| Employer contribution / active EE | $640 | $3,087-79.3% | $2,916-78.0% | $4,662-86.3% |
| Participant deferral / active EE | $5,638 | $4,648+21.3% | $4,323+30.4% | $6,690-15.7% |
| Admin fee / account holder | $1,415 | $8,430-83.2% | $7,355-80.8% | $13,392-89.4% |