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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 | $88,778-61.1% | $81,844-57.8% | $145,884-76.3% |
| Participation rate | 63.2% | 75.1%-11.9pp | 72.4%-9.2pp | 80.3%-17.1pp |
| Annual return | 8.24% | 1033.03%-1024.8pp | 778.87%-770.6pp | 551.85%-543.6pp |
| Employer contribution / active EE | $1,414 | $3,087-54.2% | $2,916-51.5% | $4,662-69.7% |
| Participant deferral / active EE | $1,488 | $4,648-68.0% | $4,323-65.6% | $6,690-77.8% |
| Admin fee / account holder | $962 | $8,430-88.6% | $7,355-86.9% | $13,392-92.8% |