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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 | $77,967 | $88,778-12.2% | $81,844-4.7% | $145,884-46.6% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 8.21% | 1033.03%-1024.8pp | 778.87%-770.7pp | 551.85%-543.6pp |
| Employer contribution / active EE | $1,307 | $3,087-57.7% | $2,916-55.2% | $4,662-72.0% |
| Participant deferral / active EE | $2,894 | $4,648-37.7% | $4,323-33.1% | $6,690-56.7% |
| Admin fee / account holder | $484 | $8,430-94.3% | $7,355-93.4% | $13,392-96.4% |