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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 | $88,710-35.3% | $81,783-29.8% | $145,959-60.7% |
| Participation rate | 53.8% | 75.0%-21.2pp | 72.4%-18.5pp | 80.3%-26.4pp |
| Annual return | 9.01% | 1027.26%-1018.2pp | 775.05%-766.0pp | 561.95%-552.9pp |
| Employer contribution / active EE | $1,569 | $3,083-49.1% | $2,913-46.1% | $4,661-66.3% |
| Participant deferral / active EE | $1,859 | $4,645-60.0% | $4,320-57.0% | $6,689-72.2% |
| Admin fee / account holder | $5,780 | $8,407-31.2% | $7,380-21.7% | $13,398-56.9% |