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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 | $56,383 | $88,710-36.4% | $81,783-31.1% | $145,959-61.4% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 8.96% | 1027.26%-1018.3pp | 775.05%-766.1pp | 561.95%-553.0pp |
| Employer contribution / active EE | $1,072 | $3,083-65.2% | $2,913-63.2% | $4,661-77.0% |
| Participant deferral / active EE | $3,615 | $4,645-22.2% | $4,320-16.3% | $6,689-45.9% |
| Admin fee / account holder | $9,412 | $8,407+12.0% | $7,380+27.5% | $13,398-29.7% |