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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 | $88,702-36.2% | $81,780-30.8% | $145,978-61.2% |
| Participation rate | 64.3% | 75.0%-10.8pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 8.99% | 1029.12%-1020.1pp | 776.27%-767.3pp | 550.52%-541.5pp |
| Employer contribution / active EE | $1,381 | $3,084-55.2% | $2,914-52.6% | $4,662-70.4% |
| Participant deferral / active EE | $6,463 | $4,645+39.1% | $4,321+49.6% | $6,690-3.4% |
| Admin fee / account holder | $9,523 | $8,414+13.2% | $7,384+29.0% | $13,400-28.9% |