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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 | $56,570 | $88,710-36.2% | $81,783-30.8% | $145,959-61.2% |
| Participation rate | 64.3% | 75.0%-10.8pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 8.99% | 1027.26%-1018.3pp | 775.05%-766.1pp | 561.95%-553.0pp |
| Employer contribution / active EE | $1,381 | $3,083-55.2% | $2,913-52.6% | $4,661-70.4% |
| Participant deferral / active EE | $6,463 | $4,645+39.1% | $4,320+49.6% | $6,689-3.4% |
| Admin fee / account holder | $9,523 | $8,407+13.3% | $7,380+29.0% | $13,398-28.9% |