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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 | $88,754-36.3% | $81,820-30.9% | $145,877-61.2% |
| Participation rate | 64.3% | 75.1%-10.8pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 8.99% | 1031.77%-1022.8pp | 777.93%-768.9pp | 551.28%-542.3pp |
| Employer contribution / active EE | $1,381 | $3,085-55.2% | $2,915-52.6% | $4,663-70.4% |
| Participant deferral / active EE | $6,463 | $4,648+39.1% | $4,323+49.5% | $6,691-3.4% |
| Admin fee / account holder | $9,523 | $8,424+13.0% | $7,391+28.8% | $13,402-28.9% |