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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 | $39,347 | $88,702-55.6% | $81,780-51.9% | $145,978-73.0% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 7.70% | 1029.12%-1021.4pp | 776.27%-768.6pp | 550.52%-542.8pp |
| Employer contribution / active EE | $416 | $3,084-86.5% | $2,914-85.7% | $4,662-91.1% |
| Participant deferral / active EE | $1,921 | $4,645-58.6% | $4,321-55.5% | $6,690-71.3% |
| Admin fee / account holder | $9,584 | $8,414+13.9% | $7,384+29.8% | $13,400-28.5% |