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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 | $36,963 | $88,702-58.3% | $81,780-54.8% | $145,978-74.7% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 8.91% | 1029.12%-1020.2pp | 776.27%-767.4pp | 550.52%-541.6pp |
| Employer contribution / active EE | $2,000 | $3,084-35.1% | $2,914-31.4% | $4,662-57.1% |
| Participant deferral / active EE | $4,936 | $4,645+6.3% | $4,321+14.2% | $6,690-26.2% |
| Admin fee / account holder | $648 | $8,414-92.3% | $7,384-91.2% | $13,400-95.2% |