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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 | $32,834 | $88,815-63.0% | $81,882-59.9% | $145,897-77.5% |
| Participation rate | 38.5% | 75.1%-36.6pp | 72.4%-33.9pp | 80.3%-41.8pp |
| Annual return | 8.52% | 1033.75%-1025.2pp | 779.47%-771.0pp | 552.29%-543.8pp |
| Employer contribution / active EE | $469 | $3,086-84.8% | $2,916-83.9% | $4,663-89.9% |
| Participant deferral / active EE | $4,392 | $4,647-5.5% | $4,323+1.6% | $6,689-34.3% |
| Admin fee / account holder | $649 | $8,434-92.3% | $7,360-91.2% | $13,390-95.2% |