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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 | $53,609 | $100,895-46.9% | $90,430-40.7% | $158,950-66.3% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 3.30% | 1725.54%-1722.2pp | 1293.73%-1290.4pp | 302.91%-299.6pp |
| Employer contribution / active EE | $3,042 | $3,689-17.5% | $3,262-6.7% | $4,762-36.1% |
| Participant deferral / active EE | $3,956 | $4,347-9.0% | $3,963-0.2% | $5,983-33.9% |
| Admin fee / account holder | $7,931 | $6,505+21.9% | $5,613+41.3% | $11,248-29.5% |