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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 | $43,587 | $88,710-50.9% | $81,783-46.7% | $145,959-70.1% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 8.45% | 1027.26%-1018.8pp | 775.05%-766.6pp | 561.95%-553.5pp |
| Employer contribution / active EE | $439 | $3,083-85.8% | $2,913-84.9% | $4,661-90.6% |
| Participant deferral / active EE | $1,342 | $4,645-71.1% | $4,320-68.9% | $6,689-79.9% |
| Admin fee / account holder | $7,224 | $8,407-14.1% | $7,380-2.1% | $13,398-46.1% |