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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 | $56,326 | $88,710-36.5% | $81,783-31.1% | $145,959-61.4% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 8.43% | 1027.26%-1018.8pp | 775.05%-766.6pp | 561.95%-553.5pp |
| Employer contribution / active EE | $1,341 | $3,083-56.5% | $2,913-53.9% | $4,661-71.2% |
| Participant deferral / active EE | $1,654 | $4,645-64.4% | $4,320-61.7% | $6,689-75.3% |
| Admin fee / account holder | $1,036 | $8,407-87.7% | $7,380-86.0% | $13,398-92.3% |