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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 | $84,328 | $202,342-58.3% | $172,752-51.2% | $152,897-44.8% |
| Participation rate | 64.7% | 87.1%-22.4pp | 82.6%-17.9pp | 82.5%-17.7pp |
| Annual return | 9.43% | 1029.83%-1020.4pp | 802.97%-793.5pp | 345.43%-336.0pp |
| Employer contribution / active EE | $1,568 | $5,858-73.2% | $5,144-69.5% | $4,764-67.1% |
| Participant deferral / active EE | $3,676 | $5,948-38.2% | $5,198-29.3% | $5,851-37.2% |
| Admin fee / account holder | $608 | $17,111-96.4% | $13,955-95.6% | $11,599-94.8% |