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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 | $32,051 | $88,778-63.9% | $81,844-60.8% | $145,884-78.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 8.77% | 1033.03%-1024.3pp | 778.87%-770.1pp | 551.85%-543.1pp |
| Employer contribution / active EE | $2,901 | $3,087-6.0% | $2,916-0.5% | $4,662-37.8% |
| Participant deferral / active EE | $5,857 | $4,648+26.0% | $4,323+35.5% | $6,690-12.5% |
| Admin fee / account holder | $621 | $8,430-92.6% | $7,355-91.6% | $13,392-95.4% |