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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 | $88,754-65.5% | $81,820-62.5% | $145,877-79.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 7.17% | 1031.77%-1024.6pp | 777.93%-770.8pp | 551.28%-544.1pp |
| Employer contribution / active EE | $2,116 | $3,085-31.4% | $2,915-27.4% | $4,663-54.6% |
| Participant deferral / active EE | $3,169 | $4,648-31.8% | $4,323-26.7% | $6,691-52.6% |
| Admin fee / account holder | $13,640 | $8,424+61.9% | $7,391+84.6% | $13,402+1.8% |