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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 | $45,261 | $202,342-77.6% | $172,752-73.8% | $152,897-70.4% |
| Participation rate | 20.0% | 87.1%-67.1pp | 82.6%-62.6pp | 82.5%-62.5pp |
| Annual return | 6.75% | 1029.83%-1023.1pp | 802.97%-796.2pp | 345.43%-338.7pp |
| Employer contribution / active EE | $1,410 | $5,858-75.9% | $5,144-72.6% | $4,764-70.4% |
| Participant deferral / active EE | $5,000 | $5,948-15.9% | $5,198-3.8% | $5,851-14.5% |
| Admin fee / account holder | $2,060 | $17,111-88.0% | $13,955-85.2% | $11,599-82.2% |