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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 | $34,532 | $88,815-61.1% | $81,882-57.8% | $145,897-76.3% |
| Participation rate | 63.2% | 75.1%-11.9pp | 72.4%-9.2pp | 80.3%-17.1pp |
| Annual return | 8.24% | 1033.75%-1025.5pp | 779.47%-771.2pp | 552.29%-544.0pp |
| Employer contribution / active EE | $1,414 | $3,086-54.2% | $2,916-51.5% | $4,663-69.7% |
| Participant deferral / active EE | $1,488 | $4,647-68.0% | $4,323-65.6% | $6,689-77.8% |
| Admin fee / account holder | $962 | $8,434-88.6% | $7,360-86.9% | $13,390-92.8% |