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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 | $49,674 | $99,009-49.8% | $86,581-42.6% | $147,585-66.3% |
| Participation rate | 62.5% | 76.3%-13.8pp | 73.5%-11.0pp | 82.8%-20.3pp |
| Annual return | 4.29% | 1312.70%-1308.4pp | 965.06%-960.8pp | 578.58%-574.3pp |
| Employer contribution / active EE | $792 | $3,132-74.7% | $2,840-72.1% | $4,876-83.8% |
| Participant deferral / active EE | $2,945 | $3,972-25.9% | $3,609-18.4% | $5,439-45.9% |
| Admin fee / account holder | $12,326 | $5,709+115.9% | $4,904+151.3% | $10,886+13.2% |