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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 | $41,382 | $88,710-53.4% | $81,783-49.4% | $145,959-71.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.93% | 1027.26%-1018.3pp | 775.05%-766.1pp | 561.95%-553.0pp |
| Employer contribution / active EE | $1,306 | $3,083-57.6% | $2,913-55.1% | $4,661-72.0% |
| Participant deferral / active EE | $1,298 | $4,645-72.1% | $4,320-70.0% | $6,689-80.6% |
| Admin fee / account holder | $8,970 | $8,407+6.7% | $7,380+21.5% | $13,398-33.0% |