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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 | $51,373 | $88,754-42.1% | $81,820-37.2% | $145,877-64.8% |
| Participation rate | 54.2% | 75.1%-20.9pp | 72.4%-18.2pp | 80.3%-26.1pp |
| Annual return | 7.81% | 1031.77%-1024.0pp | 777.93%-770.1pp | 551.28%-543.5pp |
| Employer contribution / active EE | $878 | $3,085-71.5% | $2,915-69.9% | $4,663-81.2% |
| Participant deferral / active EE | $3,046 | $4,648-34.5% | $4,323-29.5% | $6,691-54.5% |
| Admin fee / account holder | $3,221 | $8,424-61.8% | $7,391-56.4% | $13,402-76.0% |