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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 | $65,680 | $88,778-26.0% | $81,844-19.7% | $145,884-55.0% |
| Participation rate | 28.6% | 75.1%-46.5pp | 72.4%-43.8pp | 80.3%-51.7pp |
| Annual return | 6.56% | 1033.03%-1026.5pp | 778.87%-772.3pp | 551.85%-545.3pp |
| Employer contribution / active EE | $1,339 | $3,087-56.6% | $2,916-54.1% | $4,662-71.3% |
| Participant deferral / active EE | $1,584 | $4,648-65.9% | $4,323-63.4% | $6,690-76.3% |
| Admin fee / account holder | $824 | $8,430-90.2% | $7,355-88.8% | $13,392-93.8% |