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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 | $57,661 | $88,778-35.1% | $81,844-29.5% | $145,884-60.5% |
| Participation rate | 44.4% | 75.1%-30.6pp | 72.4%-27.9pp | 80.3%-35.9pp |
| Annual return | 9.32% | 1033.03%-1023.7pp | 778.87%-769.6pp | 551.85%-542.5pp |
| Employer contribution / active EE | $647 | $3,087-79.0% | $2,916-77.8% | $4,662-86.1% |
| Participant deferral / active EE | $6,832 | $4,648+47.0% | $4,323+58.0% | $6,690+2.1% |
| Admin fee / account holder | $25,837 | $8,430+206.5% | $7,355+251.3% | $13,392+92.9% |