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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 | $66,533 | $102,635-35.2% | $86,209-22.8% | $139,456-52.3% |
| Participation rate | 53.8% | 74.5%-20.7pp | 69.0%-15.1pp | 80.3%-26.5pp |
| Annual return | 7.10% | 1923.53%-1916.4pp | 1169.05%-1161.9pp | 373.45%-366.3pp |
| Employer contribution / active EE | $997 | $3,034-67.1% | $2,381-58.1% | $4,753-79.0% |
| Participant deferral / active EE | $1,206 | $4,677-74.2% | $3,986-69.7% | $6,711-82.0% |
| Admin fee / account holder | $1,703 | $8,661-80.3% | $6,853-75.1% | $11,407-85.1% |