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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 | $72,988 | $88,754-17.8% | $81,820-10.8% | $145,877-50.0% |
| Participation rate | 36.4% | 75.1%-38.7pp | 72.4%-36.0pp | 80.3%-43.9pp |
| Annual return | 6.62% | 1031.77%-1025.1pp | 777.93%-771.3pp | 551.28%-544.7pp |
| Employer contribution / active EE | $1,052 | $3,085-65.9% | $2,915-63.9% | $4,663-77.4% |
| Participant deferral / active EE | $3,048 | $4,648-34.4% | $4,323-29.5% | $6,691-54.4% |
| Admin fee / account holder | $976 | $8,424-88.4% | $7,391-86.8% | $13,402-92.7% |