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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 | $52,904 | $100,895-47.6% | $90,430-41.5% | $158,950-66.7% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 4.63% | 1725.54%-1720.9pp | 1293.73%-1289.1pp | 302.91%-298.3pp |
| Employer contribution / active EE | $1,708 | $3,689-53.7% | $3,262-47.6% | $4,762-64.1% |
| Participant deferral / active EE | $3,000 | $4,347-31.0% | $3,963-24.3% | $5,983-49.9% |
| Admin fee / account holder | $392 | $6,505-94.0% | $5,613-93.0% | $11,248-96.5% |