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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 | $42,468 | $101,539-58.2% | $147,041-71.1% | $74,400-42.9% |
| Participation rate | 57.8% | 75.5%-17.8pp | 82.2%-24.4pp | 67.2%-9.5pp |
| Annual return | 12.53% | 8740.84%-8728.3pp | 419.21%-406.7pp | 1367.51%-1355.0pp |
| Employer contribution / active EE | $1,193 | $3,811-68.7% | $4,935-75.8% | $2,624-54.5% |
| Participant deferral / active EE | $3,491 | $7,304-52.2% | $8,071-56.7% | $4,348-19.7% |
| Admin fee / account holder | $1,118 | $1,749-36.1% | $13,006-91.4% | $1,944-42.5% |