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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 | $88,778-63.0% | $81,844-59.9% | $145,884-77.5% |
| Participation rate | 38.5% | 75.1%-36.6pp | 72.4%-33.9pp | 80.3%-41.8pp |
| Annual return | 8.52% | 1033.03%-1024.5pp | 778.87%-770.4pp | 551.85%-543.3pp |
| Employer contribution / active EE | $469 | $3,087-84.8% | $2,916-83.9% | $4,662-89.9% |
| Participant deferral / active EE | $4,392 | $4,648-5.5% | $4,323+1.6% | $6,690-34.3% |
| Admin fee / account holder | $649 | $8,430-92.3% | $7,355-91.2% | $13,392-95.2% |