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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 | $29,623 | $88,754-66.6% | $81,820-63.8% | $145,877-79.7% |
| Participation rate | 35.0% | 75.1%-40.1pp | 72.4%-37.4pp | 80.3%-45.3pp |
| Annual return | 8.09% | 1031.77%-1023.7pp | 777.93%-769.8pp | 551.28%-543.2pp |
| Employer contribution / active EE | $911 | $3,085-70.5% | $2,915-68.7% | $4,663-80.5% |
| Participant deferral / active EE | $2,009 | $4,648-56.8% | $4,323-53.5% | $6,691-70.0% |
| Admin fee / account holder | $459 | $8,424-94.6% | $7,391-93.8% | $13,402-96.6% |