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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 | $57,426 | $88,815-35.3% | $81,882-29.9% | $145,897-60.6% |
| Participation rate | 53.8% | 75.1%-21.2pp | 72.4%-18.5pp | 80.3%-26.5pp |
| Annual return | 9.01% | 1033.75%-1024.7pp | 779.47%-770.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $1,569 | $3,086-49.2% | $2,916-46.2% | $4,663-66.4% |
| Participant deferral / active EE | $1,859 | $4,647-60.0% | $4,323-57.0% | $6,689-72.2% |
| Admin fee / account holder | $5,780 | $8,434-31.5% | $7,360-21.5% | $13,390-56.8% |