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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 | $44,864 | $101,591-55.8% | $147,096-69.5% | $74,429-39.7% |
| Participation rate | 58.0% | 75.5%-17.6pp | 82.2%-24.2pp | 67.2%-9.2pp |
| Annual return | 11.68% | 8746.45%-8734.8pp | 419.75%-408.1pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $3,894 | $3,813+2.1% | $4,936-21.1% | $2,625+48.3% |
| Participant deferral / active EE | $3,719 | $7,302-49.1% | $8,071-53.9% | $4,348-14.5% |
| Admin fee / account holder | $10,351 | $1,750+491.5% | $13,005-20.4% | $1,944+432.4% |