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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 | $41,772 | $70,587-40.8% | $124,694-66.5% | $85,851-51.3% |
| Participation rate | 61.2% | 64.4%-3.2pp | 74.6%-13.4pp | 69.3%-8.1pp |
| Annual return | 10.31% | 20688.83%-20678.5pp | 5144.82%-5134.5pp | 318.63%-308.3pp |
| Employer contribution / active EE | $549 | $1,913-71.3% | $3,325-83.5% | $2,565-78.6% |
| Participant deferral / active EE | $1,193 | $2,969-59.8% | $4,615-74.2% | $3,952-69.8% |
| Admin fee / account holder | $2,545 | $5,282-51.8% | $7,495-66.0% | $6,261-59.3% |