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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 | $69,041 | $101,591-32.0% | $147,096-53.1% | $74,429-7.2% |
| Participation rate | 41.1% | 75.5%-34.4pp | 82.2%-41.1pp | 67.2%-26.1pp |
| Annual return | 12.52% | 8746.45%-8733.9pp | 419.75%-407.2pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $1,757 | $3,813-53.9% | $4,936-64.4% | $2,625-33.1% |
| Participant deferral / active EE | $3,260 | $7,302-55.4% | $8,071-59.6% | $4,348-25.0% |
| Admin fee / account holder | $2,011 | $1,750+14.9% | $13,005-84.5% | $1,944+3.4% |