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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 | $48,989 | $88,778-44.8% | $81,844-40.1% | $145,884-66.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.85% | 1033.03%-1024.2pp | 778.87%-770.0pp | 551.85%-543.0pp |
| Employer contribution / active EE | $732 | $3,087-76.3% | $2,916-74.9% | $4,662-84.3% |
| Participant deferral / active EE | $915 | $4,648-80.3% | $4,323-78.8% | $6,690-86.3% |
| Admin fee / account holder | $2,684 | $8,430-68.2% | $7,355-63.5% | $13,392-80.0% |