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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 | $30,649 | $88,815-65.5% | $81,882-62.6% | $145,897-79.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 7.17% | 1033.75%-1026.6pp | 779.47%-772.3pp | 552.29%-545.1pp |
| Employer contribution / active EE | $2,116 | $3,086-31.4% | $2,916-27.4% | $4,663-54.6% |
| Participant deferral / active EE | $3,169 | $4,647-31.8% | $4,323-26.7% | $6,689-52.6% |
| Admin fee / account holder | $13,640 | $8,434+61.7% | $7,360+85.3% | $13,390+1.9% |