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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 | $61,479 | $88,754-30.7% | $81,820-24.9% | $145,877-57.9% |
| Participation rate | 46.2% | 75.1%-28.9pp | 72.4%-26.2pp | 80.3%-34.1pp |
| Annual return | 8.16% | 1031.77%-1023.6pp | 777.93%-769.8pp | 551.28%-543.1pp |
| Employer contribution / active EE | $530 | $3,085-82.8% | $2,915-81.8% | $4,663-88.6% |
| Participant deferral / active EE | $1,957 | $4,648-57.9% | $4,323-54.7% | $6,691-70.8% |
| Admin fee / account holder | $976 | $8,424-88.4% | $7,391-86.8% | $13,402-92.7% |