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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 | $40,953 | $88,754-53.9% | $81,820-49.9% | $145,877-71.9% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 6.51% | 1031.77%-1025.3pp | 777.93%-771.4pp | 551.28%-544.8pp |
| Employer contribution / active EE | $1,816 | $3,085-41.1% | $2,915-37.7% | $4,663-61.1% |
| Participant deferral / active EE | $3,255 | $4,648-30.0% | $4,323-24.7% | $6,691-51.3% |
| Admin fee / account holder | $372 | $8,424-95.6% | $7,391-95.0% | $13,402-97.2% |