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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 | $100,938-47.6% | $90,461-41.5% | $158,982-66.7% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 4.63% | 1727.20%-1722.6pp | 1294.76%-1290.1pp | 302.99%-298.4pp |
| Employer contribution / active EE | $1,708 | $3,691-53.7% | $3,264-47.7% | $4,763-64.1% |
| Participant deferral / active EE | $3,000 | $4,350-31.0% | $3,964-24.3% | $5,983-49.9% |
| Admin fee / account holder | $392 | $6,510-94.0% | $5,617-93.0% | $11,252-96.5% |