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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 | $47,702 | $88,754-46.3% | $81,820-41.7% | $145,877-67.3% |
| Participation rate | 47.4% | 75.1%-27.7pp | 72.4%-25.0pp | 80.3%-32.9pp |
| Annual return | 9.43% | 1031.77%-1022.3pp | 777.93%-768.5pp | 551.28%-541.9pp |
| Employer contribution / active EE | $2,090 | $3,085-32.3% | $2,915-28.3% | $4,663-55.2% |
| Participant deferral / active EE | $4,413 | $4,648-5.0% | $4,323+2.1% | $6,691-34.0% |
| Admin fee / account holder | $15,527 | $8,424+84.3% | $7,391+110.1% | $13,402+15.9% |