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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 | $44,840 | $88,815-49.5% | $81,882-45.2% | $145,897-69.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 8.34% | 1033.75%-1025.4pp | 779.47%-771.1pp | 552.29%-543.9pp |
| Employer contribution / active EE | $3,695 | $3,086+19.7% | $2,916+26.7% | $4,663-20.8% |
| Participant deferral / active EE | $4,168 | $4,647-10.3% | $4,323-3.6% | $6,689-37.7% |
| Admin fee / account holder | $2,787 | $8,434-67.0% | $7,360-62.1% | $13,390-79.2% |