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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 | $88,754-49.5% | $81,820-45.2% | $145,877-69.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 8.34% | 1031.77%-1023.4pp | 777.93%-769.6pp | 551.28%-542.9pp |
| Employer contribution / active EE | $3,695 | $3,085+19.7% | $2,915+26.7% | $4,663-20.8% |
| Participant deferral / active EE | $4,168 | $4,648-10.3% | $4,323-3.6% | $6,691-37.7% |
| Admin fee / account holder | $2,787 | $8,424-66.9% | $7,391-62.3% | $13,402-79.2% |