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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 | $63,826 | $96,388-33.8% | $80,627-20.8% | $139,466-54.2% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 4.61% | 1352.08%-1347.5pp | 936.76%-932.1pp | 373.66%-369.0pp |
| Employer contribution / active EE | $1,554 | $3,260-52.3% | $2,723-42.9% | $4,754-67.3% |
| Participant deferral / active EE | $1,919 | $5,224-63.3% | $4,443-56.8% | $6,712-71.4% |
| Admin fee / account holder | $3,802 | $6,603-42.4% | $5,381-29.3% | $11,409-66.7% |