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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 | $59,617 | $88,815-32.9% | $81,882-27.2% | $145,897-59.1% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 6.80% | 1033.75%-1026.9pp | 779.47%-772.7pp | 552.29%-545.5pp |
| Employer contribution / active EE | $1,262 | $3,086-59.1% | $2,916-56.7% | $4,663-72.9% |
| Participant deferral / active EE | $1,423 | $4,647-69.4% | $4,323-67.1% | $6,689-78.7% |
| Admin fee / account holder | $373 | $8,434-95.6% | $7,360-94.9% | $13,390-97.2% |