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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 | $43,709 | $56,640-22.8% | $78,002-44.0% | $55,167-20.8% |
| Participation rate | 64.3% | 73.3%-9.0pp | 75.5%-11.2pp | 69.0%-4.6pp |
| Annual return | 5.27% | 2868.48%-2863.2pp | 425.99%-420.7pp | 169.23%-164.0pp |
| Employer contribution / active EE | $1,306 | $1,724-24.2% | $2,470-47.1% | $1,963-33.5% |
| Participant deferral / active EE | $2,892 | $2,778+4.1% | $3,497-17.3% | $3,054-5.3% |
| Admin fee / account holder | $2,003 | $467+329.4% | $5,481-63.5% | $504+297.5% |