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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 | $42,317 | $102,635-58.8% | $86,209-50.9% | $139,456-69.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 7.97% | 1923.53%-1915.6pp | 1169.05%-1161.1pp | 373.45%-365.5pp |
| Employer contribution / active EE | $942 | $3,034-69.0% | $2,381-60.5% | $4,753-80.2% |
| Participant deferral / active EE | $1,795 | $4,677-61.6% | $3,986-55.0% | $6,711-73.2% |
| Admin fee / account holder | $7,562 | $8,661-12.7% | $6,853+10.3% | $11,407-33.7% |